Top 43 Paraplanner Jobs

Client Service Specialist/Financial Paraplanner
Golden Reserve LLC —Akron, OH
- $70,000 - $100,000 a year
- Overtime
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Paraplanner
Capital Strategies —Albuquerque, NM
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Quick Apply
5d
Paraplanner/Client Service Advisor
Financially Yours Advisory Services —Orange, CA
- $35 - $42 an hour
- Part-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
Paraplanner
Jambalaya Group —Little Rock, AR
- $65,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
2d
Paraplanner
Cypress Financial Planning, LLC —Haddon Heights, NJ
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- 401(k)
- Paid time off
Quick Apply
20h
Paraplanner with eMoney Experience (Series 7 & Series 66 Required)
Pathlight Advisors —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
12d
Paraplanner - Financial planning
CROWN FINANCIAL GROUP —Memphis, TN
- $42,000 - $58,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Paraplanner - Financial Services Assistant
Eastern Iowa Financial Group —Marion, IA
- $45,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
- Paid time off
- Opportunities for advancement
Quick Apply
3d
Senior Paraplanner
Raymond James Financial, Inc. —Tukwila, WA
- $75,000 - $83,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
CFP - Paraplanner
Redstone Federal Credit Union —Huntsville, AL
- Full-time
- English
- Research
- Office
9h
Senior Licensed Paraplanner (Financial Planning, Onboarding & Trading)
Ameriprise Financial —Nashua, NH
- $60,000 - $75,000 a year
- Full-time
- Background check
- Private practice
- Mid-level
- Paid time off
- Professional development assistance
Quick Apply
Paraplanner
Thrivent —Austin, TX
- $70,000 - $100,000 a year
- Full-time
- Remote
- Microsoft Excel
- Data analysis skills
- Research
- Paid holidays
- Paid time off
Quick Apply
Paraplanner - Heart of Texas Associates
Thrivent —San Antonio, TX
- $50,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Research
- Paid time off
Quick Apply
Paraplanner / Service Assistant
Tax Brilliance Advisors —United States
- $44,000 - $53,000 a year
- Full-time
- Remote
- Mid-level
- Organizational skills
- 2 years
Quick Apply

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Client Service Specialist/Financial Paraplanner
Golden Reserve LLC —Akron, OH
As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a…
$70,000 - $100,000 a year
Quick Apply
Paraplanner
Capital Strategies —Albuquerque, NM
Sit in on client meetings: capture the discussion, own the follow-ups, and grow into presenting sections of the plan yourself.
$50,000 - $70,000 a year
Quick Apply
5d

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Client Service Specialist/Financial Paraplanner

Golden Reserve LLC -
Akron, OH

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Job Details

$70,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Life insurance knowledge

Full Job Description

Description:

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. This role would be based at our office locations in Akron and Canton.

As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.

Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward.

Golden Reserve’s unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.

What we ask:

Client Service Excellence: Understanding that we are entrusted with the life savings of our clients is a huge responsibility – that we do not take lightly.
Be The Engine: Ensure our Sales team is supported so that we can help more families – being the steady and consistent voice and leader in every office to make sure we don’t stop moving forward.
Commitment: we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.

What we provide:

CSS Captains – you will have a three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.
Competitive Salary - $70,000 - $100,000.
Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.

WORK SCHEDULE:

Work hours are 8:30 am - 5:30 pm in-office with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.

BEFORE YOU APPLY – this is NOT a typical financial services position –to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw)

You can also learn more at www.goldenreserve.com.

Requirements:

What we need:

Two (2) years+ of financial services experience.
Life Insurance Annuity Application Excellence – completion, monitoring & management.
GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.

Quick Apply

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