• 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

    Thrivent Financial (Rochester, MN)
    …we provide to the Christian community and nonprofit organizations. Position summary: The Paraplanner position will come alongside our Lead Advisor 's to learn how ... research and analysis, and coordination of client service needs with team members. The Paraplanner reports to and is employed by Emerald Financial Group. This is an… more
    Thrivent Financial (05/27/25)
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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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