Jobs in the United States

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Added 5 mins ago
Senior Data Engineer, Network Platform
Cisco
San Jose, CA
…innovation. You’ll partner across Engineering, Product, Security, UX, Finance, Licensing, and other teams to deliver data platforms and products that are reliable, governed, and ready for…
Added 10 mins ago
T
Scrum Master/project Manager
TEKsystems
Berlin, CT
- $55 to $65 USD / hour
…that you do. This client is transitioning from Oracle to SAP…
Added 10 mins ago
IT Lead Developer, SAP Solutions (Hybrid)
Eversource Energy
Berlin, CT
The IT Lead Developer, SAP Solutions will provide hands-on technical leadership for SAP custom development, enhancements, workflows, interfaces, forms, reports, conversions, and extensions…
Added 10 mins ago
IT Lead Developer, SAP Applications (Hybrid)
Eversource Energy
Berlin, CT
The IT Lead Developer, SAP Applications will provide technical development leadership for the Finance and Accounting Reinvention (FAR) program, a multi-year business transformation…
Added 10 mins ago
Supply Planner
Stanley Black and Decker
New Britain, CT
Work collaboratively with all functional areas of the business; Sales, Marketing, Finance, Sales Operations, Demand Planning, to solve problems and identify business improvement…
Added 10 mins ago
Executive Supply Chain FLIGHT DECK Leader
GE Aerospace
Norwalk, CT
…tied to Supply Chain hoshin kanri priorities, including LEAP program flow, RSP material delivery, and mid-term…
Added 10 mins ago
C
Program Manager, RES (Risk Engineering Solutions)
CBRE
Hartford, CT
- $105,000 to $125,000 USD / year
Autonomously manage and facilitate weeklyalignment meetings on RES program-specific updates with product/software development,finance, engineering, preconstruction, procurement, and…
Added 10 mins ago
C
Program Manager, RES (Risk Engineering Solutions)
CBRE
Hartford, CT
- $105,000 to $125,000 USD / year
Autonomously manage and facilitate weeklyalignment meetings on RES program-specific updates with product/software development,finance, engineering, preconstruction, procurement, and…
Added 10 mins ago
Analyst - FinanceAcct
Maximus
Hartford, CT
Assist program control staff with ad hoc financial and cost analysis as requested by program management and corporate finance.
Added 10 mins ago
OneStream Lead Analytics and Insights Engineer II Manager
Deloitte
Hartford, CT · Stamford, CT
Our Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute their finance and global business services agendas and…
Added 18 mins ago
Mgr Supply Chain - Category Management
Williams Companies
Tulsa, OK
…compression, and inspection. You partner with engineering, project development, project execution, operations, finance, and legal to anticipate demand and remove barriers before they affect…
Added 20 mins ago
LD
Senior Production Data Analyst
Leonardo DRS, Inc.
Germantown, MD
- $83,552 to $108,618 USD / year
Manage UPS program, origin billing with vendors, consolidation program, and manage global freight quotes for RFPs for freight contracts
Added 29 mins ago
Associate Information Compliance Officer
Stanford
Remote, United States
Collaborate with cross-functional teams, including IT, Finance, Human Resources, and Legal, to integrate information security into the organization's overall risk management program.
Added 29 mins ago
Claims Call Center Representative
Zurich NA
Stevens Point, WI
…marketers, doctors, nurses, case managers, claims specialists, finance experts, customer service and corporate services professionals. We share a global purpose to look after travelers, at…
Added 30 mins ago
Data Analyst
UW-MADISON
MADISON, WI
Added 31 mins ago
Sr Sales Incentive Compensation Analyst
Abbott
Madison, WI
Collaborate with and build consensus across functional partners including Sales, Finance, IT, and Operations to support incentive compensation initiatives, resolve inquiries, and…
Added 31 mins ago
MM
Real Estate Acquisition Rehab Intern
MRA-THE MANAGEMENT ASSN INC
MILWAUKEE, WI
- $25 USD / hour
Added 31 mins ago
Account Manager
Fiserv
Milwaukee, WI
Bachelor’s Degree or higher in Finance, Business or a related field, or equivalent combination of education, related experience and/or military experience.
Added 42 mins ago
UO
Senior Grant and Finance Professional
University of Colorado Denver
Boulder, CO
- $68,000 to $72,000 USD / year
…activities in partnership with the department's Accounting and Finance Professional. Responsibilities also include developing financial reports and forecasts, identifying and resolving…
Added 42 mins ago
UO
Finance and Accounting Professional
University of Colorado Denver
Boulder, CO
- $34,986 USD / year
The Finance and Accounting Professional provides financial management and professional accounting support to the Department of Ecology and Evolutionary Biology. This role is responsible for…
Added 50 mins ago
Executive Director of Operations Solutions Delivery & Shared Services - LH
HCSC
Rosemont, IL
We're committed to helping our employees grow through thoughtful development opportunities, meaningful work, and a culture that values collaboration and continuous improvement. When you…
Added 50 mins ago
Executive Director Operations Strategy & Transformation - LH
HCSC
Rosemont, IL
We're committed to helping our employees grow through thoughtful development opportunities, meaningful work, and a culture that values collaboration and continuous improvement. When you…
Added 50 mins ago
Managing Director - Engine Maintenance Management
United Airlines
Chicago, IL
…management. This leader develops our supplier strategy and leads the development of a robust supplier management and supplier readiness program, to ensure best-in-class operational…
Added 50 mins ago
Principal Managing Partner - Industry Capabilities
Workday, Inc
Chicago, IL
Added 50 mins ago
Associate General Counsel, Political Activities
Meta
Chicago, IL
…laws, and related regulatory engagement, including campaign finance, election, and lobbying laws. This role will also counsel the company on government contracting and government ethics…

Financial Planner Recruiting, LLC

Paraplanner

Fort Worth, TX, United States

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Job details

Experience: 1–3 years of experience in financial planning, wealth management, or a related financial advisory role.
Posting language: English

Original job description

Our client, a boutique financial planning and wealth management firm, is seeking a motivated, detail-oriented Paraplanner to join their growing team.

This opportunity is ideal for an early-career financial planning professional with 1–3 years of experience who is passionate about helping clients achieve their financial goals and interested in building a long-term career as a financial advisor.

The ideal candidate will have a strong foundation in financial planning, excellent organizational and analytical skills, and a desire to continue developing their technical knowledge and client relationship skills.

This position offers a path toward becoming a financial advisor, with increasing opportunities for client interaction, planning responsibility, and professional growth.

Key Responsibilities

Financial Planning & Analysis

Assist in preparing, developing, and maintaining comprehensive financial plans using eMoney.
Gather, organize, and analyze client financial information, including assets, liabilities, investments, insurance, and estate planning documents.
Prepare retirement projections, cash flow analyses, education funding strategies, and other financial planning scenarios.
Identify planning opportunities and assist advisors in developing personalized client recommendations.
Maintain and update financial plans as client circumstances and goals evolve.

Client & Advisor Support

Prepare financial planning reports, presentations, and materials for client meetings.
Gradually take on responsibility for presenting portions of financial plans and communicating planning concepts to clients.
Assist with investment portfolio reviews, asset allocation analysis, and client reporting.
Help coordinate the implementation of financial planning recommendations.
Collaborate with advisors and team members to deliver an exceptional client experience.

Operations & Broker-Dealer Support

Assist with new account openings, account transfers, and maintenance requests through Osaic's broker-dealer platform.
Coordinate with Osaic's operations and service teams to facilitate account servicing, process requests, and resolve operational issues.
Support the processing and tracking of client transactions, distributions, contributions, and money movement requests.
Prepare, review, and submit account paperwork and documentation, ensuring accuracy and completeness.
Maintain accurate client records, account documentation, and CRM information.
Assist with compliance procedures and documentation in accordance with firm and Osaic requirements.
Monitor outstanding service requests and follow up to ensure timely completion.

Professional Development

Actively pursuing CFP® certification
Develop expertise in comprehensive financial planning, investment strategies, and client communication.
Learn the firm's planning philosophy, investment approach, and client service standards.
Build the technical and interpersonal skills necessary to transition into a client-facing financial advisor role.

Qualifications

Required

1–3 years of experience in financial planning, wealth management, or a related financial advisory role.
Bachelor's degree in financial planning, finance, economics, accounting, or a related field. Preference for candidates who completed a college prep financial planning program.
CFP® professional or actively working toward CFP® certification.
FINRA Series 7 and Series 66 and/or 63/65 licenses.
Strong understanding of financial planning fundamentals.
Excellent analytical, organizational, and problem-solving skills.
Strong attention to detail and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Professionalism, integrity, and a client-first mindset.
A genuine interest in developing a long-term career as a financial advisor.

Preferred

Experience with eMoney financial planning software.
Experience with Osaic's broker-dealer platform, systems, and operational procedures.
Experience at a boutique wealth management firm, RIA, or broker-dealer-affiliated practice.
Familiarity with account opening, account transfers, and investment account servicing.
Experience preparing financial plans, retirement projections, and client presentations.
Familiarity with CRM systems, Microsoft Office, and Excel.
Experience with AI tools- ChatGPT or similar programs are acceptable.

Ideal Candidate

Our client is looking for someone who:

Is passionate about comprehensive financial planning and helping clients.
Wants to grow professionally and eventually become a financial advisor.
Is analytical, detail-oriented, and comfortable working with financial data.
Has strong interpersonal skills and enjoys building relationships.
Takes initiative, demonstrates accountability, and is eager to learn.
Thrives in a collaborative, team-oriented environment.
Values professionalism, integrity, and exceptional client service.

Career Growth Opportunity

This position is designed to develop into a financial advisor role within the firm. Initially, the successful candidate will focus on preparing financial plans, supporting senior advisors, assisting with client service and operational responsibilities, and learning the firm's financial planning processes.

As experience, technical proficiency, and client relationship skills develop, responsibilities will expand to include:

Greater involvement in client meetings and financial plan presentations.
Communicating recommendations and planning strategies directly to clients.
Taking increasing ownership of client relationships and ongoing planning needs.
Progressing toward a Financial Advisor position.

Our client is committed to providing mentorship, professional development, and opportunities for advancement to someone who wants to grow with the firm.

Compensation & Benefits

Competitive compensation based on experience, qualifications, and licensing. Range is ($65k-$75k plus discretionary bonus)

Comprehensive benefits package, health insurance, retirement, etc.

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More about this job

Skills

Financial planning
Analytical skills
Presentation skills
Reporting
Documentation
Regulatory compliance
Communication skills
Interpersonal skills
Problem solving
Attention to detail
Microsoft Office
Microsoft Excel
Relationship building

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