• Recent Searches:

Para-planner/Client Service Specialist

Company Confidential
Danville, CA
GENERAL SUMMARYThis role will be a key asset in the future growth of the company, as this individual will be a contributing member within an independent financial practice. Working closely with the f...

Posted: 10 days ago

Financial Planning Assistant/Para Planner

Justin J. Spraker & Associates
Clifton Park, NY
Justin J. Spraker & Associates is a full service financial planning franchise of Ameriprise Financial, Inc. We are seeking an individual to assist in the day to day management of client relationships...

Posted: 12 days ago

Paraplanner / Sales Assistant

McGrath Advisors Inc.
Westborough, MA
McGrath Advisors Inc., based in Westborough, MA, offers investment services, 401(k) and group insurance benefits. Our experience in various market, economic and regulatory cycles gives us a unique opp...

Posted: 4 days ago

Paraplanner

MetLife, Inc.
Shelton, CT
Job Location Shelton, CT Job Description Job Summary: Acting as the liasion between financial planners at the firm and the Case Consulting Unit, ensures consistency and effective communicatio...

Posted: 4 days ago

Paraplanner

MetLife
Walnut Creek, CA
Job Location Walnut Creek, CA Job Description The Paraplanner provides support to firm Financial Sales Representatives (FSRs) by performing case analysis tasks which enable exploration of viable fi...

Posted: 11 days ago

Paraplanner/Registered Assistant

LPL Financial
Bedford, TX
Auto req ID3590BRPosting TitleParaplanner/Registered AssistantLocationBedford, TXJob DescriptionOne of our LPL Advisors in the greater Dallas area (Bedford, TX) is actively seeking a Paraplanner to jo...

Posted: 16 days ago

Administrative Assistant / Paraplanner-Wealth Management

Steele Recruiting
Edina, MN
Steele Recruiting is currently partnering with our client in the Wealth Management Services industry in search of an Administrative Assistant/Paraplanner to support a talented wealth management team. ...

Posted: 32 days ago

Para-Planner

M&T Bank
Buffalo, NY
DescriptionInterface.ID1589.row1" title="">Para-Planner-3D02K DescriptionInterface.ID1619.row1" title=""> DescriptionInterface.ID1635.row1" style="display: inline;" title="">Description: Para-Plann...

Posted: 30 days ago

Paraplanner/Registered Assistant

LPL Financial
Bedford, TX
One of our LPL Advisors in the greater Dallas area (Bedford, TX) is actively seeking a Paraplanner to join their team. The Paraplanner provides support by performing case analysis tasks which enable e...

Posted: 42 days ago

Para-Planner

M&T Bank
Buffalo, NY
Para-Planner M&T Center, Buffalo, NY Wilmington Trust’s wealth planning group provides holistic planning for clients of the bank; including estate plan reviews, cash flow planning, and wealth tr...

Posted: 42 days ago