Top 6 Paraplanner Jobs in Pittsburgh Pa

Paraplanner/New Business Processor
Grayling Associates, Inc. —Wexford, PA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Paid time off
Quick Apply
Paraplanner
Bagnato Wealth Management —Irwin, PA
- $50,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Administrative experience
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
5d
Financial Advisory - Paraplanner
Kestra Financial —Pittsburgh, PA
- Full-time
- Bachelor of Science
- Mid-level
- Finance
- Health insurance
- 401(k)
Quick Apply

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Paraplanner/New Business Processor
Grayling Associates, Inc. —Wexford, PA
Utilize financial software tools for data entry, transaction processing, and reporting purposes. Prior exposure to technical accounting principles, regulatory…
$60,000 - $75,000 a year
Quick Apply
Paraplanner
Bagnato Wealth Management —Irwin, PA
I am seeking a detail‑oriented *Paraplanner* with *2+ years of financial services experience* to support the firm with client documentation, data management,…
$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.
$45,000 - $60,000 a year
6d

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paraplanner jobs near pittsburgh pa

Paraplanner/New Business Processor

Grayling Associates, Inc.
Wexford, PA

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Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Paid time off

Qualifications

Teamwork
Process improvement
Financial analysis
Attention to detail
Financial services
Accounting standards
Series 65
Regulatory compliance analysis

Full Job Description

Job Summary

We are seeking a dedicated Paraplanner and New Business Processor to join our dynamic financial services team. This role involves supporting financial advisors by preparing comprehensive client proposals, ensuring compliance with regulatory standards, and processing new business applications efficiently. The ideal candidate will possess strong technical accounting skills, a solid understanding of investment management, and an ability to navigate complex financial concepts. This position offers an opportunity to contribute to a collaborative environment focused on delivering exceptional client service and maintaining rigorous compliance standards. Key Responsibilities:

Assist financial advisors in preparing detailed financial plans and investment proposals aligned with client goals
Process new business applications accurately, ensuring all documentation complies with relevant regulations and internal policies
Conduct thorough due diligence to verify client information and assess potential risks, including fraud prevention and detection measures
Maintain up-to-date knowledge of securities law, GAAP (Generally Accepted Accounting Principles), and regulatory reporting requirements
Support the onboarding process by coordinating with clients, custodians, and third-party providers to facilitate smooth account setup
Prepare and review client reports, financial analysis, and documentation for accuracy and completeness
Ensure adherence to SOX (Sarbanes-Oxley Act) controls and internal audit standards throughout processing activities
Utilize financial software tools for data entry, transaction processing, and reporting purposes
Collaborate with compliance teams to ensure all activities meet governmental accounting standards and industry regulations
Assist in identifying process improvements to enhance efficiency and accuracy in new business processing

Experience

Candidates should possess a minimum of two years’ experience in financial services or related fields such as public accounting or investment management. Prior exposure to technical accounting principles, regulatory compliance, and financial analysis is essential. Familiarity with a broad range of financial concepts—including cash management, banking operations, corporate accounting, and governmental accounting—is highly desirable. Experience working with financial software platforms used for regulatory reporting or financial analysis will be considered an asset. Candidates should demonstrate strong financial acumen, attention to detail, and the ability to interpret complex information within a fast-paced environment. Ideal applicants will have knowledge of fraud prevention techniques, securities law regulations, GAAP standards, SOX compliance requirements, and governmental accounting practices. A proactive approach to learning new systems and staying current with industry developments is essential for success in this role. If you are committed to precision, compliance excellence, and delivering outstanding support within a vibrant team setting, we encourage you to apply today for this rewarding opportunity.

Pay: $60,000.00 - $75,000.00 per year

Benefits:

Paid time off

Work Location: In person

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paraplanner jobs in pittsburgh pa

Paraplanner/New Business Processor

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Financial Advisory - Paraplanner

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