Top 44 Paraplanner Jobs

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
14d
Paraplanner (Associate Advisor) in Carlsbad, CA
ValueBase Consulting —Carlsbad, CA
- $30 an hour
- Full-time
- Mid-level
- Office
- Finance
Licensed Paraplanner
Ameriprise Financial Services, LLC —Limerick, PA
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
Financial Advisory - Paraplanner
Kestra Financial —Pittsburgh, PA
- Full-time
- Bachelor of Science
- Mid-level
- Finance
- Health insurance
- 401(k)
Quick Apply
CFP - Paraplanner
Redstone Federal Credit Union —Huntsville, AL
- Full-time
- English
- Research
- Office
1d
Paraplanner/Financial Planner
Signature Wealth Advisors —Orlando, FL
- $90,000 - $110,000 a year
- Full-time
- Data analysis skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Paraplanner - Financial planning
CROWN FINANCIAL GROUP —Memphis, TN
- $42,000 - $58,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
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
Senior Paraplanner
Raymond James Financial, Inc. —Tukwila, WA
- $75,000 - $83,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Paraplanner
Jambalaya Group —Little Rock, AR
- $65,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
4d
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
5d
Paraplanner, Associate Advisor
Apollon Wealth Management —Charleston, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Experience working with individuals with disabilities
- Travel reimbursement
Quick Apply
23h
Paraplanner
Northern Financial Advisors —Bloomfield Hills, MI
- $61,000 - $64,000 a year
- Full-time
- Background check
- Computer literacy
- No experience needed
- Health savings account
- Health insurance
Quick Apply
10h
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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Paraplanner (Associate Advisor) in Carlsbad, CA
ValueBase Consulting —Carlsbad, CA
SIE and/or Series 65 license. Degree in Economics, Finance, Financial Planning, Accounting, or related field (or equivalent work experience).
$30 an hour
Paraplanner with eMoney Experience (Series 7 & Series 66 Required)
Pathlight Advisors —Scottsdale, AZ
Must possess a valid driver’s license and have reliable transportation. We are looking for a candidate with great attention to detail, accuracy and technical…
$65,000 - $75,000 a year
Quick Apply
14d

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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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Paraplanner with eMoney Experience (Series 7 & Series 66 Required)

Pathlight Advisors
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year
14 days ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Financial planning software
Investment management advisory services
Series 66
Series 7
Driver's License
Technical writing
Insurance planning
Financial services
Series 65
Experience practicing in the securities industry
Estate planning
Series 63

Full Job Description

Pathlight Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help our clients to develop a clear vision of their life goals. The team at the Pathlight Advisors helps support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.

Pathlight Advisors also has a niche in designing, advising, reviewing and monitoring qualified retirement plans.

Pathlight Advisors

The culture at Pathlight Advisors is focused on excellence and individual growth. We encourage advancing education and acquiring additional designations. We want to create a career path and trajectory for our team members that capitalizes on their strengths. We believe when a team member is valued and encouraged it benefits the entire organization.

Role Summary

The primary responsibility of the Associate Financial Planner is to provide support to the Financial Advisors preparing client meeting material utilizing eMoney, offer recommendations, obtain illustrations and possess financial product knowledge. We are looking for a candidate with great attention to detail, accuracy and technical writing skills. Editing and proofreading is critical when preparing client meeting material for our high net worth individual and corporate clients.

This role requires a self-starter who is disciplined and uses time effectively and meets deadlines. The ideal candidate will possess a naturally positive attitude with a friendly & optimistic communication style. The chosen candidate will be a member of a dynamic team in a collaborative, client-focused environment utilizing their exceptional organizational, communication and problem-solving skills. This is a role that offers great career path opportunities.

Role Responsibility

· Prepare client meeting material

· Prior to client meeting obtain financial updates and enter information into the financial software eMoney, review scores and consult with Financial Advisor

· Review prior client meeting notes to ensure follow-up actions have been completed

· Complete post meeting eMoney updates when needed

Develop and maintain proficient knowledge of financial products and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.

Maintaining data integrity across all systems and updating as necessary.

Participate in special projects and perform other duties as assigned.

Role Requirements

· 3+ years of experience in the financial services industry, in a registered capacity.

· Must hold securities registrations of Series 7 along with Series 63. Series 65/66 strongly preferred or to be obtained within 90 days of hire

· Dedicated to excellence in everything you do

· Outstanding communication skills - verbal and written

· Experience with eMoney

· Must be organized, meticulous & detail oriented

· Ability to thrive in a fast-paced environment, as well as the ability to prioritize and multitask

· Impeccable problem solving and time management skills a must

· Ability to exercise good judgement by recognizing urgency and setting priorities

· Must be able to pass background check

· Must possess a valid driver’s license and have reliable transportation

Schedule, Benefits & Compensation

· Monday through Friday 7:30am - 4:00pm

· 401 (K) and Profit Sharing

· Paid Time Off

· Competitive Salary

· Health and Dental Insurance

Pathlight Advisors is an Equal Opportunity Employer

Job Type: Full-time

Salary is commensurate with experience and qualifications

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Experience:

Paraplanning: 1 year (Preferred)

License/Certification:

Series 7 and Series 66 (applicable 63 & 65 Registrations) (Required)

Ability to Commute:

Scottsdale, AZ 85254 (Preferred)

Work Location: In person

Quick Apply

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