IAR/Paraplanner
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-10-05
Listing for:
CFP Board of Standards Inc.
Full Time
position Listed on 2026-10-05
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Reporting
Job Description & How to Apply Below
Investment Advisor Representative/Paraplanner
We are seeking a high-achieving professional who has a confident, vibrant personality and an unwavering commitment to excellence. There is no limit to how far you can advance in this role.
General Requirements- Exceptionally well organized
- A self-starting problem solver who learns quickly and acts decisively
- High-energy interpersonal skills for daily interaction with clients
- Strong Excel proficiency
- Math proficiency - fractions, decimals, pr orations, logic
- Experience with AI implementation
- No sales responsibilities
- A Team player
- Excel modeling and updating
- Interacting with established clients as needed
- Placing and allocating stock and bond trades
- 401(k) mathematical testing and filing prep
- Account Allocation Review
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
- 8 hour shift
- Monday to Friday
- Canton, OH (Preferred)
- Bachelor's
Required:
Finance, Mathematics, Economics or similar
- Day Shift (Required)
In person
Ready to start a new career with unlimited potential?
Pay: $60,000.00 - $ per year
Benefits:- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Paid training
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