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
Ameriprise Financial —Idaho Falls, ID
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Planning Associate/Paraplanner (Financial Administration)
METRO Financial Strategies —Bedford, NH
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Paraplanner
Ascend Financial Group —Minneapolis, MN
- $50,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Paraplanner / Associate Financial Advisor
Ameriprise Financial —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- In-person
- Entry level
Paraplanner
Ameriprise Financial - Washington —Bellevue, WA
- $78,000 - $95,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
Paraplanner
Scarbrough Financial Group —San Rafael, CA
- Microsoft Outlook
- 5 years
- Office
Paraplanner
Thompson Financial Group —Baltimore, MD
- $80,000 - $120,000 a year
- Office
- Microsoft Office
- Analysis skills
Quick Apply
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
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Writing skills
- Data analysis skills
- Mid-level
- Paid holidays
- Health insurance
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
Associate Financial Advisor / Paraplanner
Farther Finance —San Francisco, CA
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Paraplanner
Kestra Financial —Fairfield, NJ
- Full-time
- Microsoft Word
- Data analysis skills
- Research
- Health insurance
- 401(k)
Quick Apply
Paraplanner
Ameriprise Financial - California —Merced, CA
- $28 - $33 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- 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
Paraplanner (Associate Advisor) in Carlsbad, CA
ValueBase Consulting —Carlsbad, CA
- $30 an hour
- Full-time
- Mid-level
- Office
- Finance
Paraplanner
Fidelis Financial Strategies —Cookeville, TN
- $40,000 - $70,000 a year
- Full-time
- Research
- Mid-level
- Office
- Continuing education credits
- Health savings account
Quick Apply
14d
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/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

I want to receive the latest job alert for paraplanner

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

Refine Your Search

paraplanner jobs

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

Paraplanner

Financial Planning Associate/Paraplanner (Financial Administration)

Financial Paraplanner

Paraplanner / Associate Financial Advisor

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner/Financial Planner

Paraplanner

Licensed Paraplanner

Associate Financial Advisor / Paraplanner

Paraplanner

Paraplanner

Financial Advisory - Paraplanner

Paraplanner (Associate Advisor) in Carlsbad, CA

Paraplanner

Paraplanner - Financial planning

Paraplanner/Client Service Advisor

I want to receive the latest job alert for paraplanner

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected