1 paraplanner job at 1 company in San Diego, CA
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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