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Hybrid Paraplanner - Wealth Planning & Client Impact
Job in
Blackburn, Pawnee County, Oklahoma, USA
Listed on 2026-01-17
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services
Job Description & How to Apply Below
A financial advisory firm in Blackburn is seeking a proactive Paraplanner to enhance client service delivery. The ideal candidate will support advisers in wealth management operations, ensuring excellent service to business owners and retirees. Responsibilities include product research and report preparation, while fostering business improvements.
This role offers a hybrid working model and full exam support for career development.
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