• 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 (09/10/25)
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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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  • 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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  • Associate Financial Advisor

    Robert Half Finance & Accounting (Marin County, CA)
    Description Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin ... County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal… more
    Robert Half Finance & Accounting (08/29/25)
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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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