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Wealth Paraplanner: Reports, Client Support & Growth
Job in
Lenexa, Johnson County, Kansas, 66215, USA
Listed on 2026-08-08
Listing for:
People People
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
BCWM, LLC is seeking a Paraplanner to support Wealth Management Reviews and assist Wealth Advisors with technical and operational tasks. You may interact with clients occasionally and participate in client meetings, but you will not provide investment advice or perform business development.
You will share responsibility for greeting visitors and handling calls and other administrative duties. The role emphasizes teamwork, integrity, and a client-first culture, with potential for advancement.
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