Paraplanner: Elevate Client Financial Plans; Hybrid
Job in
Midlothian, Ellis County, Texas, 76065, USA
Listed on 2026-01-25
Listing for:
Threadneedle group
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A financial advisory practice in Texas is seeking a full-time Paraplanner to provide client support and assist with financial planning. The ideal candidate will help prepare meeting materials, ensure seamless communication with clients, and be proficient in tools like Microsoft Office. They should hold relevant licenses and have the capacity to evolve in their career path within the client advisory realm.
Benefits include a competitive salary and a structured work schedule.
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