Jobs in the United States

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Added 1 min ago
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Generalist Commercial Lines Account Manager
GPAC
Clio, MI
- $65,000 to $85,000 USD / year
Review commercial accounts, including coverage, limits, exposures, and program structure.
Added 1 min ago
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Generalist Commercial Lines Account Manager
GPAC
Sault Ste Marie, MI
- $65,000 to $85,000 USD / year
Review commercial accounts, including coverage, limits, exposures, and program structure.
Added 1 min ago
G
Generalist Commercial Lines Account Manager
GPAC
Rochester, MI
- $65,000 to $85,000 USD / year
Review commercial accounts, including coverage, limits, exposures, and program structure.
Added 1 min ago
G
Generalist Commercial Lines Account Manager
GPAC
Woodhaven, MI
- $65,000 to $85,000 USD / year
Review commercial accounts, including coverage, limits, exposures, and program structure.
Added 1 min ago
G
Generalist Commercial Lines Account Manager
GPAC
Fenton, MI
- $65,000 to $85,000 USD / year
Review commercial accounts, including coverage, limits, exposures, and program structure.
Added 1 min ago
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Generalist Commercial Lines Account Manager
GPAC
Zeeland, MI
- $65,000 to $85,000 USD / year
Review commercial accounts, including coverage, limits, exposures, and program structure.
Added 1 min ago
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Architecture Project Manager
GPAC
Denver, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 1 min ago
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Architecture Project Manager
GPAC
Colorado Springs, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 1 min ago
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Architecture Project Manager
GPAC
Aurora, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 1 min ago
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Architecture Project Manager
GPAC
Fort Collins, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 1 min ago
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Architecture Project Manager
GPAC
Lakewood, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 1 min ago
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Architecture Project Manager
GPAC
Thornton, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 1 min ago
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Architecture Project Manager
GPAC
Arvada, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 1 min ago
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Architecture Project Manager
GPAC
Westminster, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 1 min ago
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Architecture Project Manager
GPAC
Pueblo, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Greeley, CO
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Phoenix, AZ
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Tucson, AZ
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Mesa, AZ
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Chandler, AZ
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Gilbert, AZ
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Glendale, AZ
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Scottsdale, AZ
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 2 mins ago
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Architecture Project Manager
GPAC
Peoria, AZ
- $90,000 to $110,000 USD / year
…technical expertise with project leadership, client relationship management, and a passion for creating spaces that positively impact the communities they…
Added 3 mins ago
UB
Sr Director Risk Management EH&S
Ulta Beauty, Inc.
Bolingbrook, IL
- $208,000 to $275,000 USD / year
The Senior Director, Risk Management provides enterprise oversight of insurance program management, claims management, EH&S, and enterprise risk management (ERM) for Ulta Beauty’s…

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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