Senior Paraplanner: Shape Holistic Financial Plans
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-07-27
Listing for:
Lighthouse Wealth Group
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst, Wealth Management, Financial Advisor / Consultant, Financial Reporting
Job Description & How to Apply Below
Lighthouse Wealth Group in Franklin, TN, is seeking a Paraplanner to support financial advisors in delivering holistic planning and investment guidance. This on-site role involves data gathering, plan preparation, and assisting with analyses across retirement, tax, estate, and insurance strategies.
You will help develop planning models, prepare meeting materials, and ensure accurate documentation while maintaining client confidentiality and high service standards.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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