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Accounting & Finance Financial Analyst

New Business Para-Planner: Financial Plans and Compliance

Job in Cedar Park, Williamson County, Texas, 78613, USA
Listing for: Roy Snarr | Snarr Financial & Insurance Services
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Cedar Park, TX is seeking a full-time Para-planner New Business Processor. In this role, you will support financial advisors by preparing financial plans, managing client accounts, and processing new business applications while ensuring compliance with regulations. The ideal candidate should have strong financial planning skills, effective communication abilities, and a Bachelor's degree in Finance or a related field.

Join a dedicated team committed to delivering exceptional client service.
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