Senior Paraplanner - Client-Focused Wealth Planning; On-Site
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Wealth Management, Financial Advisor / Consultant, Financial Services
Gilder Search Group in Albuquerque, NM is seeking a Paraplanner to work directly with our Financial Advisors, take notes, create action items from client meetings, and help build and execute personalized plans for each client.
You will onboard and service clients through the planning lifecycle, enter data into our client financial planning software, prepare strategic agendas, and collaborate across the team to ensure timely follow-up and proactive service.
For the Senior Paraplanner
- Client-Focused Wealth Planning (On-Site) position at Gilder Search Group, we are reviewing applications now.
This posting is for the Senior Paraplanner
- Client-Focused Wealth Planning (On-Site) role at Gilder Search Group, based in Albuquerque, NM, United States.
We are looking to fill the Senior Paraplanner
- Client-Focused Wealth Planning (On-Site) position at Gilder Search Group in Albuquerque, NM, United States.
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