Remote Paraplanner: Client-Focused Wealth Planning Pro
Remote / Online - Candidates ideally in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-06-24
Bellevue, King County, Washington, 98009, USA
Listing for:
Jambalaya Group
Remote/Work from Home
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Allegiance Wealth Management is seeking an experienced Paraplanner to join their high-performing, fully remote wealth advisory practice. This role will support advisors with meeting preparations, client follow-ups, and trading tasks, ensuring a high-quality service experience.
The ideal candidate will have 3-5 years of experience in financial services, familiarity with CRM platforms, and a commitment to client service. Join a collaborative team focused on professional growth and development opportunities.
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