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Wealth Paraplanner - Path to CFP in Family Office
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-02-28
Listing for:
Ascendo Resources
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A high-growth family office is seeking a motivated Paraplanner to support their operations in Boca Raton.
This role offers a pathway for career advancement, ideally for candidates pursuing CFP certification. Responsibilities include creating client presentations, executing data reconciliations, and partnering with advisory teams on wealth strategies. The ideal applicant will have over 2 years of experience in a Family Office or RIA and strong Excel skills. This position requires full onsite work.
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