- Thrivent Financial (Rochester, MN)
- …we provide to the Christian community and nonprofit organizations. Position summary: The Paraplanner position will come alongside our Lead Advisor's to learn how to ... research and analysis, and coordination of client service needs with team members. The Paraplanner reports to and is employed by Emerald Financial Group. This is an… 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 (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
- 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
- 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. ... **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance **Work Experience** General Experience - 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority… 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