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Financial Paraplanner

Employer
Trail Financial Planning
Location
Bellingham, Washington State
Salary
$50,000 - $60,000 plus benefits: 401k match, health Insurance comp., paid time off.
Closing date
Mar 17, 2024

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing

Our financial paraplanner will work within a team-based environment to support an inspiring financial planning experience for our clients and planners.  Our financial paraplanner will manage the central hub of a client's financial planning - the Annual Renewal Meeting.  Specific responsibilities will include data gathering, financial analysis, meeting support and follow-up monitoring.  Over time, our ideal candidate will grow into the "director of pro-activity" managing the delivery of pro-active financial planning for all clients.  

 

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