Financial Paraplanner: Client Onboarding, Planning
Job in
Dover, Kent County, Delaware, 19904, USA
Listed on 2026-03-04
Listing for:
Crawford Financial Services
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Reporting, Financial Advisor
Job Description & How to Apply Below
A growing wealth management firm in Dover, Delaware, is seeking a Financial Paraplanner to support its advisors and enhance the client experience. This role requires an associate's degree and at least 2 years of experience in client service, along with strong proficiency in Microsoft Office and CRM systems. Responsibilities include managing financial planning workflows, coordinating client onboarding, and maintaining organized records.
The position offers a salary range of $45,000 to $65,000 and benefits including paid time off and insurance.
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