Paraplanner Salary at Mazars BETA

JOB SUMMARY: Paraplanner - Wakefield, MA The Paraplanner will play a crucial role in the financial planning process by providing comprehensive support to our financial advisors or planners. They will assist in the creation of financial plans and recommendations tailored to meet clients' unique needs and goals. Their responsibilities will revolve around researching financial products, analyzing data, and preparing detailed reports. Their expertise will help ensure that our clients receive well-informed advice and appropriate financial solutions. The Paraplanner role is integral to the success of MP's Client financial planning practice, as their expertise will allow our financial advisors to provide clients with well-informed and personalized recommendations. JOB RESPONSIBILITIES: Paraplanner - Wakefield, MA Analysis: Analyze investment and insurance products to identify suitable options for clients based on their risk tolerance, financial objectives, and constraints. Financial Modeling:

JOB SUMMARY: The Financial Planning Professional assists the Advisor in determining various opportunities to educate and clients to help achieve their financial goals. The position will require extensive research and analysis of client data, various planning software and various other tools to provide a clear and concise financial plan. Extensive knowledge in all areas of planning is required. JOB DUTIES AND RESPONSIBILITIES: • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes. • Enters and receives orders for the Financial Advisor. • May service less active accounts (optional) • Researches client and security information through the back office system. • Processes and follows up on client documentation for proper maintenance of accounts. • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records and files. •

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Wakefield. To view other open roles, visit jobs.lead-advisor.com Paraplanner The Purpose of Your Role: We are seeking an experienced and detail-oriented Paraplanner to support our financial planning team. In this role, you will work closely with senior financial planners to deliver highquality financial advice and services to clients. Your responsibilities will include researching, preparing financial documents, analyzing client data, and assisting in the development of financial strategies. You will play a critical role in ensuring that all aspects of the financial planning process run smoothly, from research and documentation to client meetings, and follow up. What you'll bring to the firm:  Licensed Series 65 or 7/66  Life Accident and Health Licensing (or ability to obtain in first 90 days)  Knowledge of financial planning principles, investment strategies, and risk managem

Job Description The Paraplanner will play a critical role in supporting our financial advisor(s) with all aspects of delivering an exceptional, personalized client service experience. This position requires the highest ethical standards and a commitment to ongoing professional growth. This is a dynamic role, and responsibilities may evolve over time to meet the needs of the practice. Required Skills Strong communication skills (clients, prospects, advisors, staff, etc.) Works well both independently and within a team environment Strong analytical and problem-solving skills Highly organized and extremely detail-oriented Efficient time management and ability to multi-task Technologically savvy Coachability and desire to consistently learn and grow Responsibilities and Duties Assist with the execution of securities trades and money movements Collaborate with financial advisor(s) throughout all stages of financial plan design and delivery Prepare client meeting materials, follow-up letters

JOIN OUR TEAM TODAY! We are expanding our operations to better service our growing client base. We have a Paraplanner position available in our Las Vegas, NV office. This is a full-time position reporting directly to our Lead Advisor. YOUR ROLE: The Paraplanner position supports the Advisor in preparing all Client files with critical and pertinent financial planning information. They will work with Clients, independently and as a team member. HOW YOU WILL MAKE AN IMPACT: -Prepare financial summaries, analysis, and plans for Clients. -Prepare for upcoming client appointments. -Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings. -Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings. -Follow-up on all action items in a timely and thorough manner. -Research information as necessary on a case-by-case basis. -Assist in maintaining files and incoming calls to ensure appropriate hand off. -Maintain and up

Paraplanner Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm, Networth Advisors located in (Canonsburg, PA) is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today! The job description below outlines the responsibilities of the Paraplanner Minimum Requirements: 2+ years of administrative office experience in a fast-paced environment Financial Industry experience preferred Must be willing to obtain security license ; Series 65, Life and Health Intermediate to advanced skills with MS Office Suite, specifically Excel Desire to obtain long-term employment Willing to travel to our satellite offices (Canonsburg(main), Monroeville &

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role As a Paraplanner on the Client Experience team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client s

R2R Strategic Recruiting is thrilled to present an exceptional opportunity for talented individuals seeking to make a significant impact on a passionate and tight-knit wealth advisory team! Build Your Future in Wealth Management as a Paraplanner 📍 Portland, OR | $70,000 - $90,000 + Bonus | Full-Time, In-Office | Parking Provided, near Max Not Just Another Finance Job—An Opportunity to Grow, Learn, and Lead This isn’t just another financial services job—this is your chance to turn your passion for finance into a thriving career. Whether you’re a licensed professional looking for a dynamic firm, a financial enthusiast who thrives on number-crunching, or someone with deep industry knowledge eager to grow, this role is a game-changer for your career trajectory. 💡Grow Your Career in Wealth Management Get hands-on experience in financial planning, investment strategies, and client advising Pathway to ownership -- earn equity in the firm Work with accomplished financial advisors who will me