1 Paraplanner Job in Tulsa, OK
System One is Hiring a Paraplanner Near Tulsa, OK
System One is assisting a Tulsa client with a search for a dedicated and detail-oriented Paraplanner to join their team. The ideal candidate will have a strong background in business, accounting, or finance, and will be responsible for assisting financial advisors in the financial planning process.
Responsibilities:
- Assist in the development of financial plans and strategies
- Conduct research on financial products and market trends
- Prepare client reports and presentations
- Collaborate with financial advisors to understand client objectives
Qualifications:
- Bachelor’s degree in Business, Accounting, or Finance
- Series 65 Licensure
- Enrolled in or completion of a CFP Education Program or current CFP certified
Job Summary
Other
Business Services
$92k-108k (estimate)
05/03/2024
07/30/2024
healthsystemone.com
MIAMI, FL
25 - 50
Private
JOSEPH BRUCE
$10M - $50M
Business Services
Related Companies
The job skills required for Paraplanner include Accounting, Financial Planning, Presentation, 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.
