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Paraplanner — Wealth Planning & Client Insights

Job in Austin, Travis County, Texas, 78716, USA
Listing for: UFCU
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading credit union in Austin, Texas is looking for a Paraplanner to join their Investment Services team. This role involves preparing financial plans, engaging with clients, and collaborating with Wealth Advisors to enhance member relationships. The ideal candidate will have strong analytical skills and experience in financial planning, along with relevant certifications. This position offers competitive benefits in a supportive work environment.
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