Job Type
Date Posted
Salary Range
Distance

Support Advisor/Financial Paraplanner Jobs

22Jobs

  • 3.9
    HighTower Advisors – New York, NY
    21 days ago 21d
    HighTower HighTower is a leading advisor-owned financial services company. HighTower Advisors are free of those conflicts typically… required EDUCATION/TRAINING/CERTIFICATIONS/LICENSES Paraplanner designation required CFP Certification would be a plus…
  • 4.2
    Symmetry Partners, LLC – Glastonbury, CT
    12 days ago 12d
    monitoring clients' financial situations with detail and accuracy and report back to the financialadvisor Being able to keep… responsibilities Assisting the advisor with data collection and entry in our financial planning (eMoney) and CRM systems (…
  • 3.6
    Cadre Services – Oshkosh, WI
    EASY APPLY
    23 days ago 23d
    BE DOING: As a Paraplanner, you assist financialadvisors and associate financialadvisors in the financial planning workflow… Description: Are you a Paraplanner with your Series 7 license? Are you a Paraplanner with the willingness to consistently…
  • Summit Financial Strategies – Columbus, OH
    11 days ago 11d
    The Paraplannersupports the lead advisor in the delivery of client services of the firm. The Paraplanner is an entry… level position into the Advisor career path. Duties and Responsibilities The Paraplanner position will focus in…
  • 3.9
    Lincoln Financial Advisors – Oxnard, CA
    9 days ago 9d
    to transition into a financialadvisor role Location – Oxnard, California About us -Lincoln Financial Group is a Fortune 500… offered through Lincoln FinancialAdvisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through…
  • 3.8
    Thrivent Financial – Newbury Park, CA
    22 days ago 22d
    interpreting client financial information and entering data into various financial analysis programs. Secondary support would be assisting… telephone calls to the Advisors and responds to requests for information Collaborates with office staff and Advisors to assist client…
  • 3.6
    Ameriprise – Brookfield, WI
    18 days ago 18d
    at Ameriprise Financial. Business Unit Franchise Job Function Sales Support Posting Title Paraplanner Responsibilities… approach to financial planning that focuses on helping people achieve their long-term goals. The paraplanner provides substantial…
  • 3.8
    Insight Performance – Westborough, MA
    NEW
    ParaplannerFinancial Foundations Westborough, MA Company Summary Financial Foundations is an independent… Position Financial Foundations has developed a mentor program called the Ideal Practice®. The Paraplanner will start immersing…
  • TalentLink Solutions – Campbell, CA
    27 days ago 27d
    include other duties as assigned by the advisor. Core duties include: ? Prepare advisor meeting notes/agenda, charts, graphs,… accuracy. ? Effective verbal and written communication with advisor/staff and clients. ? Excellent analytical skills and able…
  • 3.9
    Lincoln Financial Advisors – Eugene, OR
    30+ days ago 30d+
    Job Description Full Time – Paid- FinancialAdvisor Internship -Paraplanner What you would do- This is a middle stage position… position that provides technical support to the Lead and/or Service Advisor(s). The Paraplanner is involved in data gathering, case…
  • 2.8
    Brewin – Lincoln, NE
    30+ days ago 30d+
    Financial Planners and FinancialAdvisors under direct supervision of more senior Paraplanners and Advisors. Aware of the office… experienced Paraplanner to join our Lincoln office. Job Summary Provide appropriate support for Financial Planning Managers…
  • 3.6
    Ameriprise – Reston, VA
    27 days ago 27d
    practice in Reston, VA. This position is for a licensed paraplanner/financial planning associate. Primary Duties & Responsibilities… as directed by advisors. Review client financial statements, documents and other data. Communicate Advisor recommendations…
  • Staff My Agency – San Diego, CA
    8 days ago 8d
    Financial Planning Specialist/Paraplanner The Wealth Consulting Group (WCG) is a leading independent wealth management firm… bind, and mail financial plans to corresponding advisors middot; Train advisors/advisors assistants on financial planning software…
  • Financial Planning Services – Fort Wayne, IN
    30+ days ago 30d+
    Description We are seeking a FinancialAdvisorParaplanner to join our team! You will provide staff support to help clients work toward… existing client base Provide administrative support as back office staff for FinancialAdvisor ​Qualifications: Previous experience…
  • 4.9
    Abacus Wealth Partners – Santa Monica, CA
    $20k-$35k(Glassdoor est.)
    8 days ago 8d
    team, youll primarily focus on the paraplanner function, which means that youll update financial plans and perform analyses on various… or when they're sad Our Paraplanners must also Deeply understand and operate our financial planning software, which is…
  • 4.2
    Career Transitions Holdings, LLC – Indianapolis, IN
    26 days ago 26d
    software) Certified Financial Planner™ designation or Registered Paraplanner RP® designation, preferred Financial planning experience… are someone who has worked in a financial service office and supported Wealth/FinancialAdvisors, you may have interest in this…
  • Facet Wealth – Baltimore, MD
    EASY APPLY
    7 days ago 7d
    Our innovative technology and unique advisor model allow us to deliver high quality financial services previously available only… career in financial services, and enjoy interacting with clients, then this job is perfect for you. You will have the support and guidance…
  • 3.7
    SunTrust Robinson Humphrey – Atlanta, GA
    9 days ago 9d
    closings and any necessary follow up. Must obtain Registered Paraplanner designation within 24 months of assuming position and appropriate… the Client Advisor and the client on credit related matters. Demonstrated ability to exceed sales goals or financial targets. Fully…
  • 4.0
    Asset Management Group, Inc – Stamford, CT
    $37k-$55k(Glassdoor est.)
    15 days ago 15d
    or 66 (or willing to pass within 12 months) -Registered Paraplanner Designation ( or willing to pass within 6 months) -Additional… are acquired and updated. Provide support professionally on telephone for respective financial planner. Utilize computer systems…
  • 3.0
    SunTrust Banks – Atlanta, GA
    19 days ago 19d
    closings and any necessary follow up. Must obtain Registered Paraplanner designation within 24 months of assuming position and appropriate… the Client Advisor and the client on credit related matters. Demonstrated ability to exceed sales goals or financial targets. Fully…
  • 3.7
    SunTrust Robinson Humphrey – Miami, FL
    9 days ago 9d
    closings and any necessary follow up. Must obtain Registered Paraplanner designation within 24 months of assuming position and appropriate… the Client Advisor and the client on credit related matters. Demonstrated ability to exceed sales goals or financial targets. Fully…
  • 3.6
    Ameriprise Financial – Brookfield, WI
    $28k-$42k(Glassdoor est.)
    16 days ago 16d
    Perform other allowable duties as assigned by the advisors and paraplanners Assisting with the preparation of client information… substantial assistance to a top producing financialadvisor in a 30 year old financial planning practice located in Brookfield,…
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