Paraplanner Salary at 2Mtrust BETA

**Job Title: Paraplanner and Brand Ambassador****Job Type: Full-Time****Location: Midland, TX and Houston, TX**May start remote but will transition to full time in office.**Salary Range: $38,000 - $56,000 per year****Job Overview:**Crestmont Private Wealth LLC is seeking a motivated and detail-oriented Paraplanner and Brand Ambassador to join our team. This role will involve supporting our financial advisors in preparing comprehensive financial plans for clients while also representing the company as a brand ambassador in the community. Must be an excellent communicator, detail oriented, positive, and ability work independently.**Responsibilities:**- Assist financial advisors in gathering client information and preparing financial plans- Create detailed reports and presentations for client meetingsBe familiar with CRM and Schwab Alliance to make client deposits.Become or be a Notary.- Serve as a brand ambassador by attending networking events, seminars, and community outreach activitie

Paraplanner Location: Miami, FL (On-site or Hybrid, if applicable) Compensation: $75,000–$80,000 base salary Our client, a highly regarded wealth management firm known for its thoughtful approach and deep client relationships, is looking for a Paraplanner to join their growing team. This is a great opportunity for someone who enjoys financial planning, thrives on detail, and wants to be part of a collaborative, well-established firm. What You’ll Do: Work directly with advisors to prepare and update comprehensive financial plans Gather and analyze client data, including income, expenses, assets, liabilities, insurance, taxes, and estate documents Develop reports and planning scenarios using planning software (e.g., eMoney, MoneyGuidePro, or similar) Support the financial planning process by conducting research and modeling recommendations Document meeting notes, follow-up actions, and prepare summary materials Maintain client records and ensure accurate, up-to-date documentation Support

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

Paraplanner – Veraz Advisors Veraz Advisors is growing fast — and we're looking for a Paraplanner ready to take the next big step in their career. This is not just another paraplanning job — it's a unique opportunity to build a future with one of the most dynamic independent financial planning firms in California. At Veraz, you’ll help real people create smart retirement plans, grow your skills through our proven planning process, and work side-by-side with advisors who are leading the industry. We don’t ask you to cold call or prospect — our marketing brings prospects to you. If you are driven, love helping others, and want a clear path to become a Lead Advisor, this could be the opportunity you've been waiting for. Compensation: $60,000 - $72,000 + Commissions. What You'll Do Support advisors by preparing personalized financial plans for clients nearing or in retirement Assist with client meeting prep, follow-up, and plan implementation Grow your knowledge in retirement planning, inv

About Medalist Wealth Management: Medalist Wealth Management is a Grand Rapids-based financial advisory firm specializing in retirement planning and comprehensive wealth management services. We pride ourselves on a client-centric approach—putting clients at the core of our business, not a corporate agenda. Position Summary: We are seeking a motivated and detail-oriented Paraplanner (Junior Financial Advisor) to join our team in Grand Rapids, MI. In this full-time, in-office role, you will collaborate closely with senior advisors to provide exceptional financial planning services to our clients. Flexible hours are available as part of our commitment to work-life balance, though the role is primarily on-site. Compensation: $50,000 Base Salary + Bonuses & Commissions Key Responsibilities: Client Relationship Management: Assist in managing and nurturing client relationships by participating in meetings, addressing inquiries, and providing timely follow-ups to ensure client satisfaction and

One of the top wealth management firms in the DMV is looking to add a Paraplanner to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic. We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth. Key Responsibilities: Assist financial advisors in preparing comprehensive financial plans and investment recommendations. Conduct in-depth research on investment products, tax strategies, estate planning, and other wealth management topics. Analyze client portfolios and financial data to generate reports and insights. Prepare client meeting materials, including presentations and performance reviews. Ensure compliance with industry regulations and firm policies in all client-related documentation. Maintain accurate and up-to-date client re

About us Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States. Our Mission We help people retire with dignity and confidence. Key Responsibilities: The Paraplanner/ Jr. Advisor plays a crucial role in providing comprehensive support to the advisory team, ensuring effective financial planning and exceptional client service. This position requires a very organized, proactive, and detail-oriented individual who excels in managing tasks, analyzing financial strategies, and maintaining client and prospective client relationships. The role encompasses a blend of client care and business management responsibilities, with a focus on adhering

Client Service Associate/Paraplanner Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate/Paraplanner to join a fast-paced team. We are energetic, collaborative and client service focused. Our clients come first. We are seeking a candidate who possesses excellent interpersonal skills, is accurate, and has a professional presence. If you are a Client Service Associate or Paraplanner with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity! Find out more about the firm at personalwealthstrategies.com Salary & Benefits Salary range of $65,000-80,000 Group Medical Insurance Dental Insurance Vision Insurance Long Term Disability Insurance Traditional or Roth IRA Paid Time Off Professional Development Assistance Tuition Reimbursement for industry/job related