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Senior Paraplanner & Client Services, Wealth Management
Job in
New Orleans, Jefferson Parish, Louisiana, 70123, USA
Listed on 2026-01-04
Listing for:
Stratos
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor
Job Description & How to Apply Below
A prominent Wealth Management firm in Metairie, LA seeks an experienced Senior Client Services Associate / Paraplanner. The role focuses on providing exceptional service to affluent clients and requires a minimum of 3 years of experience in financial planning. Ideal candidates will have a Bachelor's degree, relevant licenses, and strong client relationship skills. Enjoy career growth opportunities and a supportive team environment while managing client accounts and financial planning solutions.
Full-time position with excellent benefits including 401(k) and paid time off.
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Position Requirements
10+ Years
work experience
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