Paraplanner About our Firm: Prestige Wealth Management Group, one of the top independent wealth management firms in the country, provides customized planning solutions and a first-class experience to high net worth individuals, families and business executives. PWMG is a frequent recipient of industry accolades including recent appearances in Barron’s "The Top 1000 Advisors", Registered Rep's "Top...
Job Description ‐ Paraplanner / Associate Wealth Management Advisor A Team of Northwestern Mutual Wealth Management Advisors are looking for a licensed (FINRA Series 7, 66) Paraplanner with investment, financial planning and insurance experience. JOB SUMMARY The Paraplanner / Sales Assistant will support the firm in all aspects of the financial planning and investment process. This will include th...
Job Summary This Paraplanner position is primarily responsible for supporting our Financial Life Planners. The individual will prepare financial reviews and reports, as well as perform office administrative duties. The position offers an opportunity to participate in client meetings and support the client relationship. The individual will also assist with the opening of new accounts, account maint...
A small growing, Pittsburgh wealth and investment management firm is seeking to add a full-time Paraplanner. We manage over $600 million for individuals and Retirement Plans. We are looking for an individual that is ethical, organized, team oriented, driven and willing to learn. Responsibilities include: • Working with existing 401k and retail clients • Handling basic client requests and inquiries...
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning work...
Description: Are you interested in working in an environment where integrity, excellence, and innovation are among our core principles? Do you want to be part of a growing company that serves others in life changing ways? KPLL Private Wealth is a comprehensive wealth management firm founded in 2003 and is located just north of Mockingbird Station. We are looking for highly motivated candidates for...
The purpose of this job would be to manage a client base for a Financial Advisor and to further the Advisor’s relationship with his clients by providing day to day administration, coordination, and relationship management for clients and prospects. Experience in the Financial industry is required. This individual will be an integral part of the advisor team. Some of the roles would include: Commun...
A. POSITION PURPOSE The Parapanner is responsible for managing case design preparation and limited marketing initiatives to support the continued growth of Independence Financial. B. MAJOR ACCOUNTABILITIES Case Design Develop case presentation Create financial plan Position solution Fund analysis & asset allocation review Run projections & illustrations Review with Advisor; Follow-up as required M...
POSITION TITLE: Paraplanner/Financial Planning Assistant POSITION DESCRIPTION: This fulltime position is an employee of an established independent franchisee financial advisory practice in Fort Wayne. The paraplanner/financial planning assistant supports tasks for which the practice is responsible and helps to conduct the smooth operation of a fast-paced financial planning office. This position wi...
Job is located in Auburn, IN. Operations Associate Specialty: Account Transfers Description - The Operations Associate assists the Operations Manager in the critical role in the back-office. It includes day to day back office details for the Wealth Partners and regular communications to the client. The Operations Associate helps ensure that all clients have a wonderful operational experience. Resp...
Client Services Specialist/Administrative Associate We are looking to fill a Client Services Specialist/Administrative Associate position in our Denver area branch office. We are a Broker/Dealer branch office, with over 30 years of highly successful business. This is a full-time, salaried position, with benefits and bonus structure. Experience in the investment and/or life insurance field, require...
Client Services Assistant (Investments and Insurance) We are looking to fill a Client Services Assistant position in our Denver area branch office. We are a Broker/Dealer branch office, with over 30 years of highly successful business. This is a full-time, salaried position, with benefits and bonus structure. Experience in the investment and/or life insurance field, required. Experience in retirem...
Company Confidential Long Beach, CA, 90248
Leading financial planning firm is seeking a full-time Administrative Assistant for business hours Monday through Friday 9am to 6pm. This position involves answering phones, greeting clients, confirming appointments, extensive computer work, and maintaining client files. Qualifications: 1. Enthusiastic, articulate, and detail oriented professional with excellent verbal and written communication sk...
TrustCore Financial, Inc. Position: Client Services Associate Supervised by: Office Manager Purpose: Handle daily and ongoing client service duties for assigned planners. Be a resource for the Planners, andtheir clients, and provide excellent service to the planners, clients, and the firm. Qualifications · College Degree or equivalent work experience. · Minimum 3 years of client service experience...
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on cli...
Work as an employee of an independent advisor franchisee with a Private Wealth Advisory practice of Ameriprise Financial Services. Assist in daily business operations. This role provides administrative support and client assistance by scheduling meetings, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinati...
Position title: Administrative Assistant Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as anemployee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily businessoperations. This position completes tasks previously performed by the advis...
Company Confidential Newtown, PA
Financial Planning Coordinator We are seeking a talented full-time financial planning coordinator to help one of our principals serve our clients in our growing firm. This position plays an integral role in the firm’s operation and future growth. In this critical role, you will: 1. Develop and/or present financial planning recommendations and/or alternatives under the principal’s guidance. 2. Prep...
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Answers for Paraplanner Jobs
Questions & Answers Powered by Yahoo! Answers
What to wear at an interview?
Hello...I am going for an interview for a Trainee Paraplanners position on Monday and would like advice on what to wear ? I was thinking a black suit with blue shirt and black heels! Or just black tr...
Is a Master's degree in personal financial planning worth it?
I've already passed the CFP exam and just need to get the work experience to get the designation. The trouble is that I have essentially no experience, so getting hired even as a paraplanner is diffic...
What are some good entry level finance jobs, for someone with a finance degree? could be bank or cor...
What should my job title be?
I have recently been given the opportunity to discuss my pay and role with my boss and I want to go in with possible job titles. I look after the admin in the office, I fix the computers and deal w...
Am I on the right track?
Currently I junior at a college, pursuing a degree in Business Adm. with a concentration in Finance. Recently I was looking for an internship and got one at Ameriprise Finance and will be a long term ...
Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Sells financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Analyzes financial information obtained from clients to determines strategies for meeting clients' financial objectives.