• Paraplanner

    Robert Half Finance & Accounting (Fairfax, VA)
    Description Paraplanner Financial Advisor ~ Washington, DC area Financial Services $90k, plus great benefits, growing company! My client is well established ... the Washington, DC area. with a need for a Paraplanner Financial Advisor to join their experienced team! The... Financial Advisor to join their experienced team! The Paraplanner will help clients achieve their financial goals through… more
    Robert Half Finance & Accounting (10/18/25)
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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 Advisor… more
    Moss Adams LLP (09/09/25)
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  • Paraplanner , Retirement & Private Wealth

    HUB International (Fort Lauderdale, FL)
    …If the answer is yes, we have the perfect opportunity for you._ _Our Paraplanner position within our Retirement & Private Wealth practice will continue to sharpen ... your client and consulting skills, while giving you the chance to work directly with seasoned Financial Planners within HUB International. The role offers a multitude of opportunities for career growth, development and mentorship. HUB offers a competitive… more
    HUB International (10/31/25)
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  • Financial Advisor/ Paraplanner

    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 (09/08/25)
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  • Client Service Representative/ Paraplanner…

    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
    Kestra Financial (09/08/25)
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  • Paraplanner /Support Advisor

    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 (08/17/25)
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  • Wealth Management Associate

    Coldstream Wealth Management (Kenai, AK)
    …degree (finance or related focus is preferred) + Series 65 license plus the FPQP ( paraplanner certification) or first module of the CFP - or willing to get them at ... Coldstream's expense within 12-18 months + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus + Excellent communication skills, including… more
    Coldstream Wealth Management (10/18/25)
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  • Wealth Management Associate

    Coldstream Wealth Management (Portland, OR)
    …degree (finance or related focus is preferred) + Series 65 license plus the FPQP ( paraplanner certification) or first module of the CFP - or willing to get them ... within 12-18 months (at Coldstream's expense) + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus + Excellent communication skills,… more
    Coldstream Wealth Management (10/15/25)
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  • Senior Wealth Management Associate

    Coldstream Wealth Management (Mercer Island, WA)
    …to get it within 12 months at Coldstream's expense) + Financial Paraplanner Qualified Professional (FPQP) designation - or working towards the CFP designation ... (or willingness to do one of them within 12 months at Coldstream's expense) + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus + A Bachelor's degree + Excellent… more
    Coldstream Wealth Management (10/11/25)
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  • Financial Advisor Associate

    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
    Vanguard (08/14/25)
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