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Financial Paraplanner (CFP Certified)

Employer
Warner Wealth
Location
Madison, Connecticut
Salary
$60,000 - $100,000 + benefits
Closing date
May 26, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required

Warner Wealth is a dynamic and client-focused financial advisory firm committed to providing comprehensive wealth management solutions. We take pride in our client-centric approach, delivering personalized strategies to help individuals and families achieve their financial goals. As part of our growing team, we are seeking a highly skilled and CFP-accredited Financial Paraplanner to contribute to our commitment to excellence and continued exceptional growth.

The successfull candidate will be a CFP-certified, detail-oriented planner ready to provide financial planning support to our team of advisors using e-money/Wealthvision. Warner Wealth is an equal opportunity employer. 

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