Jobs in the United States

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Added 10 mins ago
Customer Success Engineer - Americas
JetBrains
Remote, United States
…deepen our relationships with customers and serve as a technical advisor to…
Added 17 mins ago
Merrill Advisor Development Program - Financial Advisor: Greater Kansas City Market
Bank of America
Leawood, KS
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Added 31 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Pleasant Prairie, WI
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 31 mins ago
Prestige Beauty Advisor
Ulta Beauty, Inc.
Frisco, TX
The Prestige Beauty Advisor (PBA) is responsible for maximizing sales in the prestige category (color cosmetics, skincare, and fragrance) by engaging guests to determine their individual…
Added 31 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Dallas, TX
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 39 mins ago
Technical Program Manager
Fractal Analytics Inc
NJ
Technical Program Management (Analytics & BI) - Must have
Added 41 mins ago
Multi Brand Advisor I
Ulta Beauty, Inc.
Conroe, TX
The Multi-Brand Advisor (MBA) is responsible for maximizing sales in focused brands under the Estee Lauder Companies (including color cosmetics, skincare, and fragrance) by engaging guests…
Added 41 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Pleasant Prairie, WI
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 41 mins ago
UB
Manager International Compensation
Ulta Beauty, Inc.
Bolingbrook, IL
- $106,000 to $140,000 USD / year
Serve as a compensation advisor to HR Business Partners, Talent Acquisition, and business leaders on international compensation decisions.
Added 42 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Palm Beach Gardens, FL
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 42 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Mableton, GA
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 42 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Carrollton, GA
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 42 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Green Bay, WI
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 42 mins ago
Team Leader of Talent Acquisition
CSC
Wilmington, DE
Act as a primary talent acquisition partner and trusted advisor to senior business leaders, Business Partners, and hiring managers for designated client groups, anticipating talent needs…
Added 42 mins ago
Specialty Beauty Advisor - Clinique
Ulta Beauty, Inc.
Starkville, MS
The Specialty Beauty Advisor – Clinique (SBA – Clinique) is responsible for maximizing sales in the Clinique brand (including color cosmetics, skincare, and fragrance) by engaging guests to…
Added 42 mins ago
Prestige Beauty Advisor
Ulta Beauty, Inc.
Bluffton, SC
The Prestige Beauty Advisor (PBA) is responsible for maximizing sales in the prestige category (color cosmetics, skincare, and fragrance) by engaging guests to determine their individual…
Added 42 mins ago
UB
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Paramus, NJ
- $17 to $25 USD / hour
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 42 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Johnstown, PA
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 42 mins ago
Prestige Beauty Advisor
Ulta Beauty, Inc.
Phoenix, AZ
The Prestige Beauty Advisor (PBA) is responsible for maximizing sales in the prestige category (color cosmetics, skincare, and fragrance) by engaging guests to determine their individual…
Added 42 mins ago
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Broken Arrow, OK
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 42 mins ago
UB
Beauty Advisor
Ulta Beauty, Inc.
Elk Grove, CA
- $17 to $25 USD / hour
The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier…
Added 42 mins ago
UB
Seasonal Beauty Advisor
Ulta Beauty, Inc.
Salinas, CA
- $17 to $25 USD / hour
The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting…
Added 48 mins ago
Lead Associate, School-Age Programs - Tennessee (P2)
Save The Children
TN
…technical assistance, and management support to a portfolio of program partners, including overseeing program implementation, monitoring, and evaluation at your assigned partner sites. You…
Added 48 mins ago
MANAGEMENT AND PROGRAM ANALYST
Naval Supply Systems Command
Millington, TN
Added 48 mins ago
Sr. Contract Manager
Fresenius Medical Care
Franklin, TN
Act as an advisor to subordinates, managing employee performance, and providing technical guidance.

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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