Opportunity Description
One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development. We are looking for someone who is coachable and enjoys collaborating with others.
What We Offer:
- Compensation includes a salary determined by experience and relevant professional designations, as well as opportunities for bonuses
- Team-based, collaborative environment
- No sales or production requirements
- Opportunity for professional growth and mentorship
$80,000 - $120,000 yearly
Responsibilities:
- Assist advisors in preparing and updating comprehensive financial plans to reflect the client's unique goals and financial expectations
- A...
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