- 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: ... building, and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical… more
- Kestra Financial (Hamilton, NJ)
- Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors. Responsibilities include data ... case design, scenario building, and plan and presentation development. The Paraplanner may participate in client meetings. Essential Duties and Responsibilities *… 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 ... the designation. We offer a corporate CFP program to support crew in acquiring the certification. + Regulatory licenses...Vanguard advised clients, ensuring you have the resources and support needed to succeed. * Impactful Work: Make a… more