What are the responsibilities and job description for the Paraplanner / Entry Level Financial Advisor position at McMullen Financial Group?
As a Paraplanner / Entry Level Financial Advisor you will find this is an incredible opportunity for candidates with little or no experience who are looking to build a rewarding career in the financial services industry. You will receive comprehensive training and support to help you succeed in advising clients on their financial needs as you grow within the field.
We are seeking motivated and enthusiastic individuals for this position.
What you can expect:
Daily training and development opportunities
Uncapped earnings potential
Mentorship and career growth
Ability to make an impact daily through your work
In office work environment
To get started please submit a resume for review and we will reach out to you with the next steps.
Thanks,
Recruiting Team at MFG
Responsibilities include
- Assist Senior Advisor with generating new client appointments
- Accompany Senior Advisor on client meetings
- Take diligent notes in client and prospective client meetings
- Work with Senior Advisor to build and design comprehensive financial plans
- Assist Senior Advisor with client review meetings
- Paraplanner is eligible for advancement within organization after mastering specific tasks and skills
Job Requirements:
- Bachelor's Degree in Finance or industry-related field.
Seeking for upcoming 2026 May graduates, current 2025 Grads, and Alumni.
- Must be U.S citizen or permanent resident. No Visa Sponsorship Available.
- Must be able to work at office location 5 days per week. Located in Plum Borough, PA.