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Paraplanner: Build Comprehensive Financial Plans & Insights
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-14
Listing for:
Third Act Wealth Management, LLC
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Third Act Wealth Management, LLC is looking for a Paraplanner to support financial planning efforts for high-net-worth clients. This role involves building financial plans, performing analysis, and assisting in client meetings. Strong analytical skills and attention to detail are essential, along with a Bachelor’s degree in a related field.
Competitive salary and comprehensive benefits are offered, ensuring work-life balance and professional growth opportunities.
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