Top 518 Vertex Jobs | SimplyHired

Paraplanner/Financial Advisor's Assistant
Vertex Wealth Advisors —Scottsdale, AZ
- $26 - $41 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Sales Representative (B2B)
Clean vertex services —Chantilly, VA
- From $1,000 a month
- Part-time
- Background check
- Mid-level
- Travel
- Flexible schedule
Quick Apply
8d
Field Event Marketer
Vertex Roofing —Eveleth, MN
- $18 - $30 an hour
- Part-time
- Customer service
- Driver's License
- Reliable transportation
- Paid training
- Opportunities for advancement
Quick Apply
9d
Facilities Engineering Manager
Vertex Pharmaceuticals —Boston, MA
- $118,400 - $177,600 a year
- Email
- Hybrid work
- Mid-level
- Bachelor's degree
- 4 years
- Loan repayment program
- Dental insurance
10d
Facilities Operations / Maintenance Technician
Vertex Pharmaceuticals —San Diego, CA
- $27 - $40 an hour
- Full-time
- Microsoft Outlook
- Customer service
- Writing skills
- Loan repayment program
- Dental insurance
Analytical Science and Technology Senior Scientist
Vertex Pharmaceuticals —Boston, MA
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- 8 years
- Bachelor's degree
- Continuous improvement
- Loan repayment program
- Dental insurance
Principal Biostatistician
Vertex Pharmaceuticals —Boston, MA
- $174,800 - $262,200 a year
- Full-time
- Hybrid work
- 3 years
- Master's degree
- Doctor of Philosophy
- Loan repayment program
- Dental insurance
Toxicology Research Scientist
Vertex Pharmaceuticals —San Diego, CA
- $101,600 - $152,400 a year
- Full-time
- Master's degree
- Bachelor's degree
- Doctor of Philosophy
- Loan repayment program
- Dental insurance
Senior Manager, Clinical Study Quality Lead (Hybrid)
Vertex Pharmaceuticals —Boston, MA
- $137,800 - $206,800 a year
- Full-time
- Hybrid work
- 6 years
- Project management
- Bachelor's degree
- Loan repayment program
- Dental insurance
Strategic Training Partner, Senior Manager (Workforce Capability Architecture – Global Quality Management System)
Vertex Pharmaceuticals —Boston, MA
- $129,400 - $194,200 a year
- Full-time
- Hybrid work
- Master's degree
- Continuous improvement
- Senior level
- Loan repayment program
- Dental insurance
Project Manager, Inspection Readiness & Commercial Readiness Operations (Contract)
Vertex Pharmaceuticals —Boston, MA
- $80 - $85 an hour
- Temporary
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
Principal Analyst, CGT Agentic Solutions
Vertex Pharmaceuticals —Boston, MA
- $142,800 - $214,200 a year
- Full-time
- Hybrid work
- Computer science
- Azure
- Computer Science
- Loan repayment program
- Dental insurance
High Throughput Biology Senior Research Associate
Vertex Pharmaceuticals —San Diego, CA
- $75,200 - $112,800 a year
- Weekends as needed
- Mid-level
- Master's degree
- Bachelor's degree
- Loan repayment program
- Dental insurance
7d
Buying Channel Orchestration & Enablement Specialist
Vertex Pharmaceuticals —Boston, MA
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Loan repayment program
AI & Real World Analytics Senior Manager
Vertex Pharmaceuticals —Boston, MA
- $148,900 - $223,300 a year
- Full-time
- Hybrid work
- Azure
- 3 years
- AWS
- Loan repayment program
- Dental insurance
Process Dev Engineering Scientific Associate (Contract)
Vertex Pharmaceuticals —Boston, MA
- $30 - $33 an hour
- Weekends as needed
- Master's degree
- Bachelor's degree
- Organizational skills
Senior Center Account Manager, Northwest (Cystic Fibrosis)
Vertex Pharmaceuticals —Boston, MA
- $136,000 - $204,000 a year
- Weekends as needed
- Up to 50% travel
- Hospital
- 5 years
- Loan repayment program
- Dental insurance
1d
Medical Writing Science Senior Manager (Hybrid)
Vertex Pharmaceuticals —Boston, MA
- $137,200 - $205,800 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Bachelor's degree
- Loan repayment program
- Dental insurance
Senior Biostatistician II
Vertex Pharmaceuticals —Boston, MA
- $132,200 - $198,200 a year
- Full-time
- Hybrid work
- 3 years
- Master's degree
- Doctor of Philosophy
- Loan repayment program
- Dental insurance
Quality Senior Specialist - Finished Goods – Commercial (Contract) 29636
Vertex Pharmaceuticals —Boston, MA
- $55 - $65 an hour
- Full-time
- Mid-level
- 3 years
- Leadership
23h

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Paraplanner/Financial Advisor's Assistant

Vertex Wealth Advisors
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$26 - $41 an hour

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Professional development assistance
Life insurance

Qualifications

Series 66
Research
Financial analysis experience
Series 7
Organizational skills
Life & Health Insurance License

Full Job Description

Position Description:

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects.

This position is not a steppingstone for the eventual role of a financial advisor.

Responsibilities and Time Allocation

Trading and money movement in client accounts
Completion of forms and applications for client and advisor signature
Depositing of checks and stock certificates
Performing other allowable duties as assigned by the financial advisors and senior staff

Back Office Advisor Support Duties

Researching and answering questions for clients, if requested and as allowable, related to the servicing of their accounts
Review and update client information as needed for client meeting. Attending and participating in client meetings if necessary
Managing and resolving client service problems
Effective communication with clients and other advisor/staff
The above responsibilities and duties may change over time to meet the need of the practice and can include other duties as assigned by the advisor.

Key Traits of a Successful Paraplanner:

Direct attention to detail and organization
Thorough understanding of investment account types (managed vs brokerage) and tax treatment distinctions among various account types
Knowledgeable regarding features, distinctions and relative strengths of investments, term and cash value life insurance, disability, long-term care and hybrid insurance
Effective and efficient time management
Polite and clear phone manner and e-mail composition
Ability to multi-task
Adherence to rules and regulations as stated and required by advisor, Ameriprise Financial, regulatory agencies
Ability to support and provide guidance for compliance within the practice
Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

Preferably:

2+ years of similar experience
Has the following licenses - Series 7, Series 66, and State life, accident and health insurance licenses

*Please note, this role will not develop into a financial advisor.*

Job Type: Full-time

Pay: $26.00 - $41.00 per hour

Benefits:

401(k)
401(k) matching
Health insurance
Life insurance
Paid time off
Professional development assistance

Experience:

Assistant to Financial Advisor: 1 year (Preferred)

License/Certification:

FINRA and Insurance Licenses (Required)

Ability to Relocate:

Scottsdale, AZ 85260: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

vertex jobs

Paraplanner/Financial Advisor's Assistant

Sales Representative (B2B)

Field Event Marketer

Facilities Engineering Manager

Facilities Operations / Maintenance Technician

Analytical Science and Technology Senior Scientist

Principal Biostatistician

Toxicology Research Scientist

Senior Manager, Clinical Study Quality Lead (Hybrid)

Strategic Training Partner, Senior Manager (Workforce Capability Architecture – Global Quality Management System)

Project Manager, Inspection Readiness & Commercial Readiness Operations (Contract)

Principal Analyst, CGT Agentic Solutions

High Throughput Biology Senior Research Associate

Buying Channel Orchestration & Enablement Specialist

AI & Real World Analytics Senior Manager

Process Dev Engineering Scientific Associate (Contract)

Senior Center Account Manager, Northwest (Cystic Fibrosis)

Medical Writing Science Senior Manager (Hybrid)

Senior Biostatistician II

Quality Senior Specialist - Finished Goods – Commercial (Contract) 29636

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