2mo
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Paraplanner
West Des Moines, Iowa, United States
OnsiteFull Time
3+ YOEParaplanner for investments; analyzes holdings, prepares deliverables, executes trades, supports financial advisors.
1mo
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ParaPlanner
Appleton, Wisconsin, United States
OnsiteFull Time
5+ YOE5–7 years experience including Associate Paraplanner duties; working toward CFP; strong written/verbal communication, project management, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite
1mo
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Paraplanner
United States
$70k-$100k/yr RemoteFull Time
5+ YOEParaplanner with 5-10 years financial services experience, CFP, securities and insurance licenses, willing to obtain required state licenses; remote in United States; salary $70,000-100,000; strong planning and client service.
Microsoft Word, Microsoft Excel, PowerPoint, Financial planning software
1w
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Paraplanner
Idaho Falls, Idaho, United States
OnsiteFull Time
2+ YOECollege degree, 2+ years similar experience, strong attention to detail, communication and computer skills; able to obtain Series 7, Series 66 and state life/accident/health licenses.
MOD, Go Social
1mo
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Paraplanner
Saint Petersburg, Florida, United States
HybridFull Time
1+ YOEBachelor's degree in business/finance (or equivalent), 1–2 years relevant financial experience, familiarity with MoneyGuidePro, strong communication, securities product knowledge, and SIE/Series 7 certification expected.
MoneyGuidePro (GPM), Microsoft Office
1mo
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Paraplanner
Fairfield, New Jersey, United States
OnsiteFull Time
Bachelor's degree in finance/economics/accounting/business, desire to pursue CFP, strong analytical and communication skills, proficiency with Microsoft Excel and Word, familiarity with eMoney, detail-oriented and team-focused.
Microsoft Excel, Microsoft Word, eMoney
1mo
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Paraplanner
Fairfield, New Jersey, United States
OnsiteFull Time
2+ YOEBachelor's degree in finance-related field, interest in pursuing CFP®, 2+ years financial planning experience preferred, strong attention to detail, Microsoft Excel/Word and eMoney proficiency, excellent communication and analytical skills.
Microsoft Excel, Microsoft Word, eMoney
2d
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CFP - Paraplanner
Huntsville, Alabama, United States
OnsiteFull Time
3+ YOECFP in good standing, Bachelor's in finance/accounting/economics/business, 3+ years financial planning experience, knowledge of retirement/investments/insurance, CFP Board and NCUA compliance, MoneyGuidePro/Holistiplan experience preferred.
MoneyGuidePro, Holistiplan
1mo
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(Remote) Paraplanner
United States
$70k-$78k/yr RemoteFull Time
Bachelor's degree required; experience with eMoney preferred; strong Microsoft Excel skills; basic personal financial planning knowledge and interest in pursuing CFP; disciplined, detail-oriented, and strong communicator.
eMoney, Microsoft Excel, CRM, Google Sheets, Slack, Zoom
1mo
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Financial Advisory - Paraplanner
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEBachelor's degree in business-related field preferred, 2+ years in financial services, enrollment or willingness to pursue FPQP/CFP, proficiency with Microsoft Excel, Money Guide Pro, eMoney and Riskalyze, strong analytical and communication skills.
Microsoft Office Suite, Microsoft Excel, Money Guide Pro, eMoney, Riskalyze, CRM
3w
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Paraplanner - Natoma Wealth
Folsom, California, United States
$65k-$80k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years in similar role, strong communication and analytical skills, proficiency in Word/Excel/CRM/Outlook, Series 65 preferred/possible, ability to gather and prepare financial planning documents.
Microsoft Word, Microsoft Excel, CRM, Microsoft Outlook
2d
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Associate Advisor, Paraplanner
Charleston, South Carolina, United States
HybridFull Time
1+ YOE1–4 years RIA or fee-only planning experience, proficiency with eMoney, Series 65/66 (or willingness to obtain), strong communication, autonomous and growth-oriented.
eMoney Advisor, Holistiplan, Salesforce, Schwab, Fidelity, Orion, Microsoft Word, Microsoft Excel, Microsoft Outlook, Claude (Anthropic), Zocks
3w
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Paraplanner / Service Assistant
New Jersey or United States
RemoteFull Time
2+ YOE2+ years in financial planning, tax prep support, or paraplanning. Strong tax planning knowledge, attention to detail, comfortable with financial/tax planning software and CRMs, excellent written skills.
2mo
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Client Service Specialist/Financial Paraplanner
Akron or Canton
$70k-$100k/yr OnsiteFull Time
2+ YOEFinancial services experience; life insurance annuity application process; strong accountability and problem-solving mindset.
1mo
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Associate Advisor Training Specialist
San Diego or Dallas or El Segundo
$55k-$86k/yr HybridFull Time
3+ YOE3+ years in financial planning or advisor-facing support; Series 7 and 65/66 required; CFP/CPWA/paraplanner preferred; bachelor’s in finance or related preferred; hands-on experience with eMoney or MoneyGuide; strong communication and troubleshooting skills.
eMoney, MoneyGuide, AdvicePay, AdviceWorks
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