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Financial Paraplanner - Path Hybrid

Remote / Online - Candidates ideally in
Woodstock, Cherokee County, Georgia, 30189, USA
Listing for: Scuttlebutt Services, LLC
Full Time, Remote/Work from Home position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 USD Yearly USD 70000.00 YEAR
Job Description & How to Apply Below
Position: Financial Paraplanner - Growth Path, 10% Bonus, Hybrid
A financial services company in Woodstock, GA is seeking a motivated Financial Paraplanner to support their advisory team. This role involves preparing financial plans, conducting research, and managing client data. The ideal candidate has at least 3 years of experience in finance, possesses strong communication skills, and holds a Series 65 certification. Compensation includes a salary of $70,000 with an additional 10% annual bonus.

Office presence is required Monday to Thursday, with remote work possible on Fridays.
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