Financial Paraplanner Salary at 2Mtrust BETA

Job Description Job Description It is time to explore new challenges in your career. BG Wealth Management is an independent, privately-owned financial services company in Mission, KS. We are looking to add a full-time Client Acquisition Specialist to our team. Our Investments in You: · PTO · 401(k) · Health insurance · Professional development · Base salary plus bonus potential The Expertise We’re Looking For: · Prior Administrative and Inside Sales Experience (Required) · Proficiency with Microsoft Office suite, including Excel (Required) · High school degree (Required) · Prior Experience Working in Financial Advisory Industry (Preferred) Key Traits of a Successful Client Acquisition Specialist: · Self-Starter · Able to communicate verbally and in writing · Strong organizational skills and the ability to manage multiple priorities · Able to learn and adapt to changes · Able to multi-task and prioritize tasks effectively What You Will Be Responsible For: · Set and confirm calendar appo

Job Description Job Description Are you a detail-oriented problem solver with a passion for delivering exceptional client experiences? If you enjoy collaboration, value innovation, and love helping others, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Client Service Administrators love managing details and play a pivotal role in ensuring our physician clients receive top-notch support. Job Summary: The Client Service Administrator (CSA) supports a team of financial advisors in multiple facets of client engagement and serves as a primary point of contact for clients on a day-to-day basis. Usual hours are 40 hours per week during normal business hours (we do allow for flex time and some remote work with supervisor approval). From time to time, this position may require time outside of standard hours to accommoda

Job Description Job Description Job Summary: PYA Waltman Capital, LLC is seeking qualified candidates to join its growing team as a Financial Planning Associate. The Financial Planning Associate provides technical and client service support to higher level advisors and the Director of Financial Planning Services. This position is designed to advance into an Associate Advisor position. RESPONSIBILITIES: Provide support for financial planning engagements for PYA Waltman Capital clients by assisting with the following: Gathering and organizing data and client communication Developing financial plan analyses and scenarios including client onboarding and portfolio reviews. Preparing presentations for client meetings, including managing meeting notes and action items Serve as a project organizer by proactively managing action items for the planning team, with a focus on moving client engagements forward Assist with other projects and research as needed REQUIREMENTS: Prior experience in the f

Job Description Job Description Position: Paraplanner Location: Bloomington, IN (Full-time, in office) MUST BE ABLE TO COMMUTE TO BLOOMINGTON! Compensation: $70,000 - $90,000 We are an independent wealth advisory firm based in Bloomington, IN. For more than two decades we have been providing financial guidance to families in Indiana, Florida and across the United States. Our mission is to work closely with our clients to provide oversight for the multi-dimensional aspects of each individual’s financial affairs. We take the time to truly understand every client and build a comprehensive roadmap around their unique goals. We’re excited to have an opportunity to welcome a new Paraplanner to our team! If you have experience as a Paraplanner and love solving problems, we would love to hear from you! Our firm is a close and tight-knit team that works collaboratively to bring our values to the table each day: hard work, humility, and optimism. Our offices are committed to delivering high-qual

Job Description Job Description Overview: The Paraplanner will be based at our Horsham, PA office, providing critical support to our Financial Advisers. This non-client-facing role involves preparing comprehensive financial planning reports, conducting technical research, and ensuring compliance with all regulatory and internal policies. The Paraplanner will collaborate closely with the advisory team to deliver high-quality, efficient, and risk-mitigated services for a range of financial advice scenarios. Key Responsibilities: Prepare detailed financial planning reports using provided templates for various advice types. Conduct in-depth technical research to support Financial Advisers, ensuring the information is accurate and compliant. Ensure all relevant compliance, business, and provider documents are complete and properly stored in the back-office system. Maintain awareness of legislative and compliance obligations, ensuring all tasks align with company policies and procedures. Rev

Accounting Assistant - Fort Worth, TX Location: Fort Worth, TX (Onsite) Job Type: Full-Time (40+ hours per week) Salary: $20-25/ HR + Bonus Schedule: Monday - Thursday (8 AM - 5 PM), Friday (8 AM - 4 PM) Dress Code: Business Professional Benefits: Medical, Dental, Vision, Disability, Life Insurance, 401(k) with Match Are you a highly organized, detail-oriented individual with a knack for numbers and a drive to excel? Do you thrive in a fast-paced environment where precision and accuracy are paramount? If so, this is your chance to pivot your existing skills as an Accounting Assistant into a rewarding career as a Financial Paraplanner. Your background in accounting has equipped you with the fundamental understanding of financial statements and data analysis-the perfect springboard for success in this role. We'll provide the specialized training to translate your existing strengths into the skills needed to excel as a paraplanner. This is an exceptional opportunity to leverage your analy

Job Description Job Description Are you a detail-oriented problem solver with a passion for delivering exceptional client experiences? If you enjoy collaboration, value innovation, and love helping others, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Client Service Administrators love managing details and play a pivotal role in ensuring our physician clients receive top-notch support. Job Summary: The Client Service Administrator (CSA) supports a team of financial advisors in multiple facets of client engagement and serves as a primary point of contact for clients on a day-to-day basis. Usual hours are 40 hours per week during normal business hours (we do allow for flex time and some remote work with supervisor approval). From time to time, this position may require time outside of standard hours to accommoda

Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA, that serves successful business owners, executives, and high net worth individuals. They take pride in delivering high-quality service and professional coordination for our clients in a warm, welcoming, and positive environment. They are seeking a motivated and detail-oriented Paraplanner/Associate Advisor to join our friendly and professional team and to grow with our firm. The Paraplanner/Associate Advisor plays a critical role, partnering with the Financial Advisor team to provide excellent service to each client and ensure that their financial, estate, and tax plans are implemented properly through coordination with a variety of financial and legal professionals. Attributes and Qualities Exceptional interpersonal skills with an energetic and upbeat attitude Excellent attention to detail and accuracy Strong language skills, both verbal and written Independently motivated