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Oriented Paraplanner: Build Financial Plans
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-02-28
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Franklin is seeking a Paraplanner to support financial advisors with the development and maintenance of financial plans. The role involves collecting client information, preparing meeting materials, and ensuring service requests are handled efficiently. The ideal candidate has 3-5 years of experience in the field, proficiency in Microsoft Office, and a willingness to obtain necessary certifications.
This position offers excellent benefits, including medical coverage and paid time off.
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