Paraplanner, Wealth Management Support & CFP Path
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-08-08
Listing for:
People People
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Wealth Management
Job Description & How to Apply Below
BCWM, LLC is seeking a Paraplanner to support Wealth Management Reviews for our advisors. You will handle technical and operational tasks, maintain client financial information, and prepare reports. You may interact with clients occasionally and participate in meetings, but not provide financial advice.
The role emphasizes accuracy, teamwork, and process efficiency with opportunities for advancement; benefits include a retirement plan and insurance options.
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