Paraplanner/Jr Advisor
Job in
Avon, Lorain County, Ohio, 44011, USA
Listed on 2026-05-04
Listing for:
H Cap Connect, LLC
Full Time
position Listed on 2026-05-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Paraplanner
This is an excellent opportunity for someone early in their career who wants to build a long-term path in financial planning.
About the FirmA collaborative, client-centered financial services firm based in the Avon, Ohio area focused on delivering personalized financial strategies. The team works closely together to provide thoughtful guidance across investments, retirement planning, and insurance. Their approach is proactive, detail-oriented, and built around helping clients make meaningful progress toward their financial goals.
What You’ll Do- Apply the fundamentals of financial planning
- Assist in building and updating financial plans.
- Support investment research, portfolio analysis, and strategy development
- Monitor client accounts for compliance, updates, and required documentation
- Provide analytical and operational support to the advisory team
- Bachelor’s degree (Financial Planning, Finance, or related field preferred)
- Strong attention to detail and analytical mindset
- Solid math skills and comfort working with data
- Clear and professional communication skills
- Ability to learn quickly and operate within a team environment
- Interest in pursuing a long-term career in wealth management
- Series 7 and 66 will be required
- Competitive and based on experience and licensing progress
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