Wealth Planning Paraplanner: Data-Driven Financial Plans
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management
Osaic is seeking a Paraplanner in Morgantown, WV to support Financial Advisors by preparing financial plans, analyzing investments, and coordinating implementation. You will gather data, run analyses, and ensure timely follow-up to deliver an exceptional client experience.
Ideal candidates have 2+ years in wealth management, solid Excel skills, and familiarity with financial planning software like eMoney. This on-site role partners with advisors and operations to support planning from data
This role, Wealth Planning Paraplanner:
Data-Driven Financial Plans at Advisor Group Inc., could be your next career step.
All applications are reviewed carefully by our team.
The position is based in Morgantown, WV, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 40.000 - 55.000.
We aim to respond to suitable candidates as soon as possible.
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