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Hybrid Paraplanner, Wealth Planning – Dallas Growth
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-22
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Wisdom Wealth Management in Dallas invites an experienced Paraplanner to join our growing team and support the financial planning process under an Ameriprise-driven platform. You will prepare plans, assist advisors, and process investment paperwork while maintaining client records with precision.
The role emphasizes collaboration, ongoing growth, and a long-term career with a stable, team-first environment. Licenses and planning acumen are essential for success.
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