Client-Focused Paraplanner at RIA
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-05-30
Listing for:
Search Services
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Search Services in Houston, Texas is looking for an experienced Paraplanner to support Advisors and clients through financial planning preparation, account servicing, and operational support. This role emphasizes client relationship management in a collaborative environment.
The ideal candidate holds a Bachelor’s degree, has a Series 65 license, and at least 2 years of experience in the financial services industry. Competitive compensation, professional development, and a collaborative work culture are offered.
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