• 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: ... building, and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical… 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 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 ... the designation. We offer a corporate CFP program to support crew in acquiring the certification. + Regulatory licenses...Vanguard advised clients, ensuring you have the resources and support needed to succeed. * Impactful Work: Make a… more
    Vanguard (05/15/25)
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