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Gessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first. We are seeking a full-time experienced paraplanner to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice. Find out more about the firm at gessnerwealthstrategies.com
We pride ourselves on providing outstanding service to our clients through a personalized approach to financial planning and wealth management. This position will be working closely with the founder and owner of the firm, Michelle Gessner, CFP, MSM, CFBS, LUTCF. If you enjoy working in a fast-paced environment where every day will present new opportunities and challenges, you could be a great fit for this position!
CFP® candidates are encouraged to apply! Career path available to Associate Advisor and potentially Lead Advisor.
Salary and Benefits
Responsibilities
Requirements
The Process
Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process.
Please do not contact the firm directly, we are using a recruiting service to handle the initial steps of the hiring process. If you are interested in the position please submit your resume through this ad. Outside recruiters, please do not contact the firm directly.
We are an Equal Opportunity Employer.
Full Time
$72k-86k (estimate)
03/14/2024
04/29/2024
The job skills required for Paraplanner include Financial Services, Life Insurance, Financial Planning, Problem Solving, Written Communication, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.