- 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
- Kestra Financial (West Hartford, CT)
- Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor . Responsibilities include data ... modeling, case design, scenario building, and plan and presentation development. The Paraplanner may participate in client meetings. This position offers a path to… more
- Kestra Financial (Sewickley, PA)
- The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor . Responsibilities include: data ... plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical assistance + Learn the… more
- Moss Adams LLP (Portland, OR)
- ** Paraplanner ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our ... business challenges. **Introduction to the team** We are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment … 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
- Vanguard (Dallas, TX)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are passionate about… more
- Raymond James Financial, Inc. (Reston, VA)
- …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