Paraplanner for Mission Financial Planners, LLC
3 days ago
As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.
Key Responsibilities:
- Assist in the preparation, analysis, and presentation of financial plans for clients.
- Conduct in-depth research on financial products, investment strategies, and planning techniques.
- Support the Financial Advisors in developing and maintaining client relationships.
- Gather client data, calculate financial metrics, and develop financial scenarios.
- Prepare and organize meeting materials and documentation.
- Stay current with financial regulations, market trends, and industry best practices.
Requirements
- Bachelor’s degree
- At least 2-4 years of experience in financial planning or related support roles.
- Knowledge of financial planning software; familiarity with eMoney is a plus.
- Strong analytical and problem-solving skills, with attention to detail.
- Excellent communication skills, both written and verbal.
- Ability to thrive in a fast-paced environment and manage multiple priorities.
- CFP designation or progress toward certification is preferred.
-
Senior Client Service Associate
1 day ago
San Antonio, TX, United States Kestra Financial Full timeMission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development...
-
Senior Client Service Associate
2 weeks ago
San Antonio, TX, United States Kestra Financial Full timeMission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development...
-
Senior Client Service Associate
1 week ago
San Antonio, TX, United States Kestra Financial Full timeMission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development...
-
Senior Client Service Associate
2 weeks ago
San Antonio, TX, United States Kestra Financial Full timeMission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development...
-
Senior Client Service Associate
3 days ago
San Antonio, TX, United States Kestra Financial Independent Advisor Full timeMission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development...
-
Senior Client Service Associate
2 weeks ago
San Antonio, TX, United States Kestra Financial Independent Advisor Full timeMission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development...
-
Financial Planner
1 week ago
San Antonio, TX, United States Pax Financial Group Full timeAbout PAX Financial Group PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy...
-
Financial Planner
1 week ago
San Antonio, TX, United States Pax Financial Group Full timeAbout PAX Financial Group PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy...
-
Financial Planner
6 days ago
San Antonio, TX, United States Pax Financial Group Full timeAbout PAX Financial Group PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy...
-
Financial Planner
1 week ago
San Antonio, TX, United States Pax Financial Group Full timeAbout PAX Financial Group PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy...
