- 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 gathering, ... modeling, case design, scenario building, and plan and presentation development. The Paraplanner may participate in client meetings. This position offers a path to… 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 Advisor… more
- Kestra Financial (Pittsburgh, PA)
- …and Duties + Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services + Strengthen client relationships ... Fellow Advisor, Do you feel unappreciated? Are your ideas not taken seriously? Are tired of making your bosses rich instead of yourself? Do you feel like you are a small fish in a big sea? Do you want to differentiate yourself? Do you want to be able to let… more
- Kestra Financial (Bellaire, TX)
- …. Maintain ongoing relationships with existing clients . Process new account paperwork. . Process distributions, Roth conversions, and other transactions. . Respond ... to client inquiries. . Scheduling meetings with clients. . Assist clients with website access, password resets, etc. . Prepare for and follow up on client meetings. . Responsible for meeting compliance requirements. . Assist with administrative and marketing… more
- Kestra Financial (Sewickley, PA)
- …include: data gathering, modeling, case design, scenario building, and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor ... with analysis, client service, and technical assistance + Learn the technical aspects of the Advisor position and prepare to service clients independently + Manage data and plans in financial planning software + Responsible for client meeting preparation and… more
- Raymond James Financial, Inc. (Reston, VA)
- …* Series 7. * Series 63, 65 and/or 66 as required by state. * Registered Paraplanner designation or the ability to obtain within two (2) to five (5) years of hire. ... **Job Summary** Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which… more
- Vanguard (Dallas, TX)
- …professional growth. Qualifications: + 1-2 years of experience in advisory or paraplanner roles. + Undergraduate degree required. + SIE, Series 65/66 licenses ... required. + This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. + CFP(R) preferred, with a commitment to pursue the designation. We offer a… more