Paraplanner & Client Experience Specialist; Hybrid
Job in
Joplin, Jasper County, Missouri, 64803, USA
Listed on 2026-01-20
Listing for:
Vision Financial Group, LLC
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Reporting
Job Description & How to Apply Below
A financial services firm is seeking a Paraplanner in Joplin, MO, to assist advisors and enhance the client experience through detailed preparation and follow-up tasks. This role involves collaborating on financial workflows, monitoring client accounts, and ensuring high-quality service delivery. Candidates should have a Bachelor's degree and a strong background in financial services, along with excellent communication skills. A hybrid work schedule is available, promoting flexibility and work-life balance.
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