Remote Paraplanner - Path to Lead Planner; CFP
Houston, Harris County, Texas, 77246, USA
Listed on 2026-10-09
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Accounting & Finance
Chesapeake Financial Planners is seeking a Paraplanner for a fully remote role aligned to Eastern Time. You will work directly with firm owners—a CFP® professional and a CPA—to prepare detailed, personalized financial plans that help clients make confident decisions about their future.
This behind-the-scenes position offers growth potential as you prepare plans, attend client meetings, and collaborate with a forward-thinking team that values precision, curiosity, and continuous improvement.
The following role is for a Remote Paraplanner
- Path to Lead Planner (CFP-ready) with Chesapeake Financial Planners.
We are currently recruiting a Remote Paraplanner
- Path to Lead Planner (CFP-ready) for our team in United States.
This is a strong opportunity to take on the Remote Paraplanner
- Path to Lead Planner (CFP-ready) role at Chesapeake Financial Planners.
As a Remote Paraplanner
- Path to Lead Planner (CFP-ready), you will play an important part at Chesapeake Financial Planners in United States.
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