Paraplanner: Wealth Planning & Analysis
Listed on 2026-10-06
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Wealth Management
Osaic is seeking a Paraplanner in Morgantown, WV to support Financial Advisors by preparing financial plans, conducting planning and investment analyses, and coordinating implementation activities. You will ensure accurate data, well-prepared planning recommendations, and timely follow-up to enhance the client experience.
The role requires 2+ years in wealth management or related fields, strong Excel skills, and experience with financial planning tools like eMoney.
We would love to welcome a new Paraplanner:
Wealth Planning & Analysis to our team in Morgantown, WV, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner:
Wealth Planning & Analysis role in the description above.
We appreciate your interest in this position.
Join Advisor Group and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).