Paraplanner to Associate Advisor — Wealth Management
Listed on 2026-10-15
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst, Financial Services
Our client, a wealth management firm, seeks a Paraplanner / Associate Advisor to support advisors and grow into a client-facing role. The role focuses on preparing financial plans, data gathering, and guiding clients through recommendations, with ongoing mentorship toward Lead Advisor.
Ideal candidates have 2–5 years in financial planning, Series 7/63, and CFP pursuit; bilingual English/Spanish is preferred. Florida-based in Coral Gables; compensation is competitive with a strong career path.
We are currently recruiting a Paraplanner to Associate Advisor — Wealth Management for our team in Coral Gables, FL, United States.
We invite applications for the Paraplanner to Associate Advisor — Wealth Management position located in Coral Gables, FL, United States.
The following position is for a Paraplanner to Associate Advisor — Wealth Management with Claire Myers Consulting.
Our group is growing, and we are hiring a Paraplanner to Associate Advisor — Wealth Management in Coral Gables, FL, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).