• Financial Advisor…

    Kestra Financial (Pittsburgh, PA)
    …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
    Kestra Financial (06/09/25)
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  • Paraplanner /Support Advisor

    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: data ... plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical assistance + Learn the… more
    Kestra Financial (05/18/25)
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  • Paraplanner

    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 … more
    Moss Adams LLP (05/21/25)
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  • Financial Paraplanner

    Insight Global (Pelham, AL)
    Job Description We are looking for a Financial Paraplanner to join one of our retirement planning firms in Birmingham, AL. The following outlines daily ... responsibilities: Solve complex retirement plans using analytical thinking and financial resources Create and maintain financial plans for prospective clients… more
    Insight Global (07/21/25)
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  • Client Service Representative/ Paraplanner…

    Kestra Financial (Bellaire, TX)
    …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills… more
    Kestra Financial (06/09/25)
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  • Financial Advisor Associate

    Vanguard (Dallas, TX)
    Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are passionate about… more
    Vanguard (05/15/25)
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  • Financial Planning Consultant

    Raymond James Financial, Inc. (Reston, VA)
    …through on- going education. **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... needs and circumstances in order to develop a bespoke financial strategy and plan for individual customers (business to...65 and/or 66 as required by state. * Registered Paraplanner designation or the ability to obtain within two… more
    Raymond James Financial, Inc. (07/02/25)
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