Jobs in the United States

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Added 1 min ago
Senior Cybersecurity Analyst
Irving, TX · Nashville, TN · East Peoria, IL
…ServiceNow, Governance and Compliance, and leadership teams to support effective vulnerability identification, prioritization, routing, and remediation…
Added 1 min ago
Sales Support Engineer
Alpharetta, GA
Caterpillar’s Electric Power Division has an open opportunity as a Sales Support Engineer. The Sales Support Engineer will solve challenging engineering problems involving products,…
Added 1 min ago
J
Assembly Technician | Mechanical & Electrical
Denison, TX
- $19.49 to $25.91 USD / hour
In this role, you will assemble, test, troubleshoot, and repair mechanical and electrical components that support Caterpillar Drills. Ideal candidates enjoy hands-on work, problem-solving,…
Added 1 min ago
Lecturer I or II - Hospitality
Stephen F. Austin State University (TX)
Nacogdoches, TX
Experience teaching in online or hybrid environments and using learning management systems.
Added 1 min ago
SF
Assistant Teacher - Early Childhood Laboratory
Stephen F. Austin State University (TX)
Nacogdoches, TX
- $13 USD / hour
…classroom. Responsible for providing instructional/classroom support and clerical/administrative support by assisting Lead Teachers in daily duties and responsibilities. Works under close…
Added 1 min ago
Human Resource Administrator
Dana Innovations Inc
San Clemente, CA
Provide comprehensive administrative support to the HR team including managing correspondence, maintaining filing systems, coordinating HR meetings and events, and handling general…
Added 1 min ago
Internship - Imaging Physics R&D
ASML US, LP. (US30)
San Jose, CA
As a Imaging Physics R&D Intern, you will support research and development activities focused on advanced photomask modeling and computational lithography technologies. You will help…
Added 1 min ago
Traveling Community Operations Associate
The Bernstein Companies
Washington, DC
· Train and support team members on company systems, processes, and daily operational procedures to ensure successful adoption and execution.
Added 1 min ago
Administrative Assistant
Enterprise Operations LLC
Bowie, MD
The Office Administrative Assistant provides administrative support for the community’s human resources, billing, and general office functions under the direction of the Executive Director.…
Added 1 min ago
Administrative Assistant
Waldorf Operations LLC
Waldorf, MD
The Office Administrative Assistant provides administrative support for the community’s human resources, billing, and general office functions under the direction of the Executive Director.…
Added 1 min ago
Administrative Assistant
Fox Chapel Operations LLC
Glenshaw, PA
The Office Administrative Assistant provides administrative support for the community’s human resources, billing, and general office functions under the direction of the Executive Director.…
Added 1 min ago
Administrative Assistant
Hampden Operations LLC
Mechanicsburg, PA
The Office Administrative Assistant provides administrative support for the community’s human resources, billing, and general office functions under the direction of the Executive Director.…
Added 1 min ago
Administrative Assistant
Hershey Operations LLC
Hershey, PA
The Office Administrative Assistant provides administrative support for the community’s human resources, billing, and general office functions under the direction of the Executive Director.…
Added 1 min ago
Auto Tech Mentee
DriveTime
Fort Worth, TX
Support senior technicians and management in determining whether to repair or reject inventory based on repair cost estimates and overall vehicle quality.
Added 2 mins ago
Java Developer
Infosys
United States
⦁ Develop user training programs, documentation, and support frameworks to ensure a smooth transition to new software applications
Added 2 mins ago
Telco OSS Java Developer
Infosys
United States
⦁ Develop user training programs, documentation, and support frameworks to ensure a smooth transition to new software applications
Added 2 mins ago
Marketing Communications Analyst
Controlled Products Systems Group, Inc.
Remote, United States
Controlled Products Systems Group (CPSG), an affiliate of Chamberlain Group, is a one-stop distributor of access control and perimeter security products for professional dealers and…
Added 2 mins ago
Registered Nurse (RN)
BHI Senior Living
CARMEL, IN
Night Shift: 7p-7:30a
Added 2 mins ago
Cardiac Device Technician - Senior
St. Charles Health System
Bend, OR
…data with clinical judgment using a variety of information systems while facilitating clear patient education regarding their cardiac care, medications, disease process/prevention, risk…
Added 2 mins ago
Vice President | Applications
CBIZ
Kansas City, MO · Cleveland, OH
Must have strengths in leadership and management from a strategic perspective
Added 2 mins ago
ME
Maintenance Mechanic
Marshalls El Paso Merchants, LLC
El Paso, TX
- $19.05 to $25.75 USD / hour
…Distribution Center. Installs new or modifies existing equipment/systems, and as necessary designs, fabricates and installs specialized…
Added 2 mins ago
MU
Student Success Operations Manager
Meridian University
Santa Monica, CA
- $40 to $50 USD / hour
…at the operational level. This role is responsible for the systems, workflows, and direct interventions that determine whether students progress, successfully meet program requirements, and…
Added 2 mins ago
EC
Registered Nurse (RN), Pre-Operative/PACU/OR - Full Time
Eye Care Partners Career Opportunities
Grand Rapids, MI · Lansing, MI
- Full-time
Current RN License required · Current Registered Nurse (RN) License required in the state where the worksite is located
Added 2 mins ago
EC
Registered Nurse (RN) - Full Time
Eye Care Partners Career Opportunities
Grand Rapids, MI · Lansing, MI
- Full-time
Current RN License required · Current Registered Nurse (RN) License required in the state where the worksite is located
Added 2 mins ago
Senior Product Designer, Global Evidence
Flatiron Health
NY
…evidence teams. This is your chance to design software and systems that make the invisible visible - turning the complexity of our data processing pipelines into intuitive tools that make…

Financial Planner Recruiting, LLC

Paraplanner

Fort Worth, TX, United States

Apply on careers-page.com About employer

Applications open in a new tab.

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.

Apply on careers-page.com About employer

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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Work requirements

Jobs in the United States