Paraplanner: Path to CFP Wealth Advisor
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-01-19
Listing for:
Sacred Heart University
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial planning firm based in Guilford, Connecticut, is looking for an entry-level Paraplanner to join its Wealth Management team. The role, based onsite, supports Wealth Advisors in the financial planning process, manages client relations, prepares materials for meetings, and ensures compliance with industry standards. Ideal candidates possess strong organizational skills, are eager to learn, and have a minimum GPA of 3.0. This entry-level position is a critical step towards becoming a Wealth Advisor and achieving Certified Financial Planner certification.
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