Jobs in the United States

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Added 1 min ago
Training Supervisor
DHL
Northlake, TX
Administer Site Safety Program including development of safety procedures, auditing for compliance, and advising management staff of safety concerns
Added 3 mins ago
TP
Student Programs Operations Specialist
Tacoma Public Schools (WA)
Tacoma, WA
- $38.36 to $54.08 USD / hour
…processes that support effective, consistent, and compliant…
Added 3 mins ago
SF
IVF Nurse Manager
Spring Fertility
San Francisco, CA
- $135,000 to $165,000 USD / year
…rapidly and are deeply committed to the professional and personal development of our team. Guided by optimism, compassion, and teamwork, we are united by a shared dedication to putting…
Added 3 mins ago
SO
HUMAN RESOURCES ANALYST 2
State of Nevada (NV)
Las Vegas, NV
- $29.56 to $43.82 USD / hour
…Human Resources Analyst 2 to support statewide human resources operations, with a primary focus on employee relations activities in Southern Nevada. The position is located at the NDVS…
Added 3 mins ago
SO
SENIOR MANAGEMENT ANALYST
State of Nevada (NV)
Reno, NV
- $33.66 to $50.15 USD / hour
…opportunities that support Nevada Veterans; reviewing proposals with Program Managers to ensure alignment with departmental goals and program needs; analyzing grant criteria and fiscal…
Added 4 mins ago
SO
Supervising Accounts Examiner
State of Connecticut
Hartford, CT
- $105,612 to $137,277 USD / year
We are looking for a professional, open-minded, curious individual to supervise the day-to-day operations of the Management Assurance Unit (MAU), which functions in an advisory and internal…
Added 4 mins ago
SO
Head Nurse (40 Hour)
State of Connecticut
Middletown, CT
- $95,809 to $126,746 USD / year
…seeking dedicated and compassionate Head Nurses to lead nursing operations and provide high-quality, individualized care to those we…
Added 4 mins ago
Fiscal/Operations Manager
State of Connecticut
Hartford, CT
The Connecticut State Library (CSL) is currently accepting applications for a Fiscal/Operations Manager (State Program Manager) in Hartford.
Added 4 mins ago
UG
Registered Nurse (RN) - 24-Hour Clinical Support Services
UnitedHealth Group
Seal Beach, CA
- $29 to $52 USD / hour
The Registered Nurse (RN) provides comprehensive onsite clinical nursing services for a 24-hour nursing program supporting ambulatory, home-based, and telephonic patient care. This role is…
Added 5 mins ago
Summer 2027 Healthcare Analytics Data Science Graduate Intern
Highmark Health
Jefferson City, MO
The program provides hands-on experience throughout the analytics lifecycle, including data exploration and preparation, statistical analysis, model development and evaluation,…
Added 6 mins ago
Senior Sales Executive (NE)
Marriott
NEW ORLEANS, LA
Verifies that the property implements a seamless turnover from sales to operations and back to sales while consistently delivering high level of service.
Added 7 mins ago
Meeting Manager
BCD
United States
Familiarity with SharePoint, reporting tools, and AI-enabled resources that help improve event operations and decision-making
Added 7 mins ago
Systems Engineer for Large Public Venues (East Coast)
Hewlett Packard Enterprise
All, NY · All, DE · All, GA · All, PA · Boston, MA · All, NC · All, OH · All, MD · All, FL
…technical leadership to the business for significant project/program work. Leads and connects others across functions to unite around a common goal. Actively mentors others and contributes…
Added 8 mins ago
Digital Experience Optimization, Adoption & Effectiveness ( Digital Manager -US)
TD Bank, N.A.
Remote, United States
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 8 mins ago
Director Invasive Cardiology North Area
Advocate Health and Hospitals Corporation
United States
Directs clinical and administrative operations across assigned care locations to ensure consistent execution of service line, divisional, and enterprise priorities.
Added 9 mins ago
Q
Inside Sales Representative
QXO
Roxbury, MA
- $22.94 to $23.33 USD / hour
…knowledge, quotations, order management, and customer relationship development. This role serves as a primary point of contact for contractors, builders, homeowners, and commercial…
Added 9 mins ago
Inside Sales Representative
QXO
West Chester, PA
…knowledge, quotations, order management, and customer relationship development. This role serves as a primary point of contact for contractors, builders, homeowners, and commercial…
Added 9 mins ago
Staff Software Engineer, Fullstack
QXO
Seattle, WA
As a Staff Software Engineer on the QXO RevX Pricing Technology team, you will lead the design, development, and operation of the systems that cost, price, and quote across QXO’s…
Added 11 mins ago
JH
Senior Human Resources Business Partner
Johns Hopkins Hospital
Baltimore, MD
- $44.81 to $71.7 USD / hour
Deploys development programs, performance management/appraisal, and talent acquisition program tools.
Added 12 mins ago
Director of Food Services
Trilogy Health Services, LLC
Grand Blanc, MI
As the Director of Food Services, Executive Chef, you will oversee the daily food service operations, ensuring menu development, food preparation, and service meet current federal, state,…
Added 13 mins ago
G
Ag Lender
GPAC
Spirit Lake, IA
- $60,000 to $90,000 USD / year
…farmers and rural citizens obtain funds needed to fund their operations, purchase property, and more. Ag lending is more than just cold-calling prospects. The right individual will need to…
Added 13 mins ago
Ag Lender
GPAC
Fort Dodge, IA
…farmers and rural citizens obtain funds needed to fund their operations, purchase property, and more. Ag lending is more than just cold-calling prospects. The right individual will need to…
Added 13 mins ago
Paraplanner
Financial Planner Recruiting, LLC
Fort Worth, TX
Coordinate with Osaic's operations and service teams to facilitate account servicing, process requests, and resolve operational issues.
Added 18 mins ago
A
Poolside | Attendant | Part-Time
AccorHotel
Wailea-Makena, HI
- $23.04 USD / hour
- Part-time
Actively participate and promote the Fairmont Kea Lani, Maui’s environmental program and department specific initiatives in working towards sustainable operations
Added 19 mins ago
Clinical Nurse Educator - Freeman Springdale Education Department
Freeman Health System
United States
…needs, designs and coordinates orientation and professional development programs, validates competency, and evaluates educational outcomes for new and existing team members. Using current…

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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