- Kestra Financial (Pittsburgh, PA)
- …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
- Thrivent Financial (Windsor, CO)
- …paid time off plus paid holidays. As part of the sponsoring financial advisor recruiting/hiring/contracting process, a verification of a candidate's background ... for someone who wants to eventually move into an advisor role within our practice. This paraplanner ...client questions and service requests. + Prepare and update financial plans and presentation material for client meetings. +… more
- Thrivent Financial (Geneva, IL)
- Summary The Paraplanner position will come alongside our Lead Advisor 's to learn how to create financial plans and soak up firm-specific procedures and ... processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of...requirements + Other responsibilities as assigned by the Lead Advisor Qualifications + Securities (7/66, or 7/63 & 65)… more
- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills… more
- First National Bank of Omaha (Omaha, NE)
- …and team decisions. Attend team and divisional meeting. Build strong relationships with Financial Advisors and Financial Advisor Associates, serving as ... well as various trust documents. + Work with a paraplanner to accurately input all information into financial... paraplanner to accurately input all information into financial planning software (eMoney) and confirm the accuracy and… more
- Raymond James Financial, Inc. (Destin, FL)
- …through on-going education. **Essential Duties and Responsibilities:** * Partners with Financial Advisor to review clients' current portfolio design, understand ... training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial...65 and/or 66 as required by state. * Registered Paraplanner designation or the ability to obtain within two… more