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Financial Planning Paraplanner — Client Book
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-01-03
Listing for:
Guidance Capital, Inc.
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A Registered Investment Advisor firm in Louisville, KY is seeking a Paraplanner to support their Managing Partner in delivering high-quality financial planning and investment management services. This is an entrepreneurial role offering the chance to contribute to firm growth and gradually build a personal book of business. Responsibilities include preparing financial plans, conducting client meetings, evaluating portfolios, and engaging in business development.
Ideal candidates will possess strong analytical skills and proficiency in financial planning software.
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