Entry Level Financial Planner - Paraplanner

Daytona Beach, Florida
competitive salary based on experience
Sep 10, 2020
Oct 10, 2020
Job Role
Employment Type
Part Time
Entry Level
CFP® Certification

Candidate may be seeking CFP® certification or possible CFP® certificate holder. Recent college Grads considered with Financial or tax study undergraduate.  Firm is a boutique fee based advisory, financial planning and tax preparation practice.  Duties will include account openings, software and data entry, financial analysis, input and develop financial plan scenarios, help keep service team working efficiently, and client interaction.  Candidate must be proficient with Microsoft Excel, Word & Outlook.  Strong organizational skills, ability to multi-task, professionalism, and positive attitude a must. Salary with bonus (no commissions).  Position is entry level and can transition into client facing advisor role career path. Position is part-time - Monday – Thursday  8 am – 4:30 pm. 


Apply for Entry Level Financial Planner - Paraplanner

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.