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Paraplanner: Wealth Planning & Client Experience
Job in
Albuquerque, Bernalillo County, New Mexico, 87101, USA
Listed on 2026-08-02
Listing for:
Transcend Practice Management
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Transcend Practice Management is seeking a Paraplanner in Albuquerque, NM to support Financial Advisors and deliver tailored financial plans. You will take notes, build action items, onboard clients, and service them through the planning lifecycle, using client software to craft roadmaps aligned with client goals.
The role emphasizes meticulous data entry, proactive advisor support, and strong communication with clients, colleagues, and the planning team to ensure timely follow-up and quality
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