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Position Overview:
Ascend Financial Group is a team of financial planners providing a first-class experience to high-net-worth individuals, business owners, families, and individuals. We are looking to expand our team through professional, bright, detail-oriented, self-motivated, and passionate individuals in a Paraplanner role. Paraplanners are responsible for supporting our team as we address key areas of financial planning for our clients: retirement and estate planning, education funding, income tax planning, investment analysis, and cash flow analysis. This role provides a great opportunity to grow in a very fulfilling career with an elite financial planning practice and to learn from top advisors.
Paraplanner Role:
Characteristics:
Qualifications:
Qualifications Preferred:
Salary range (50k-80k) is based on experience. This full-time opportunity offers a fast-paced work environment, a long-term career path, a full benefits package, and a fundamental role in the growth of our team.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
$82k-98k (estimate)
04/18/2024
05/03/2024
The job skills required for Financial Paraplanner include Accounting, Written Communication, Organizational Skills, Microsoft Excel, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Paraplanner positions, which can be used as a reference in future career path planning. As a Financial Paraplanner, it can be promoted into senior positions as an Accounts Payable Clerk II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Paraplanner. You can explore the career advancement for a Financial Paraplanner below and select your interested title to get hiring information.