Paraplanner

3 weeks ago

Fort Worth, United States Express Employment Professionals of Fort Worth, TX Full time

Express Employment has teamed up with a Financial Services company looking to add a Paraplanner to their team.


As a Paraplanner/Financial Planning Specialist, you will be an integral part of our advisory team, providing technical expertise and support to ensure our clients receive the best possible advice and solutions tailored to their needs.

Some duties include:

  • Collect and organize client financial information, ensuring accuracy and completeness.
  • Develop financial models and case designs to support client planning and decision-making processes.
  • Contribute to the creation of comprehensive financial plans that address clients' short-term and long-term financial goals.
  • Prepare detailed and professional presentations for use in client meetings, illustrating key financial concepts and strategies.
  • Attend client meetings to provide technical support and ensure all aspects of the financial plan are accurately presented.


Ideal candidate:

  • 2+ years of industry experience
  • Bachelors degree
  • License/certifications


Direct Hire Monday - Friday 8-5

65-70k plus bonus + benefits

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