Hybrid Paraplanner: Elevate Financial Planning & Clients
Listed on 2026-10-06
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance
Transcend Practice Management, Inc. seeks a Paraplanner in Newtown, PA to assist advisors with planning, reporting, and client intake. This hybrid role emphasizes proactive service and efficient workflow.
Ideal candidates have 3–5 years paraplanning experience, a Bachelor’s degree, and licenses (Series 7/63/65 or 66) preferred. You’ll use Right Capital, Holistiplan, Nitrogen, and Redtail to support client plans.
We invite applications for the Hybrid Paraplanner:
Elevate Financial Planning & Clients position located in Newtown, PA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Newtown, PA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
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