Remote Paraplanner for Elite Financial Planning
Remote / Online - Candidates ideally in
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-08-09
Yonkers, Westchester County, New York, 10701, USA
Listing for:
Geometric Wealth Advisors, LLC
Remote/Work from Home
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
Geometric Wealth Advisors, LLC is seeking a Paraplanner to join their financial planning team. In this vital role, you will support Financial Planners and Wealth Advisors by conducting analyses and research, assisting in providing exceptional service to clients across the U.S.
The ideal candidate will be detail-oriented, organized, and possess proficiency in financial planning software. Enjoy a flexible work schedule and a supportive culture that values diversity and excellence.
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