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Paraplanner: Onsite Wealth Planning & Client
Job in
Little Rock, Pulaski County, Arkansas, 72208, USA
Listed on 2026-08-26
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Small Wealth Management in Little Rock, AR is seeking a full-time paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.
Responsibilities include preparing financial plans, conducting investment research, completing trades, and preparing client meeting materials. You will maintain Salesforce notes and assist with office tasks while upholding confidentiality and
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