Junior Paraplanner to develop and review client financial plans using financial planning software

Employer
American Investment Planners
Location
Jericho, New York
Salary
Salary $50,000 -$62,000 annually
Closing date
Jan 28, 2022

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary
You need to sign in or create an account to save a job.

Preparing client reports and recommendations for financial advisors. Responsible for trading in client accounts, Morningstar reports, researching products, funds, and providers, carrying out administrative tasks and follow up task and occasionally meeting with clients. Licensed applicants ,- Series 6, 7, or 65 required. 

Apply for Junior Paraplanner to develop and review client financial plans using financial planning software

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, 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 contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar Jobs