Paraplanner: Mentored Path to Associate Financial Planner
Job in
Upper Darby, Delaware County, Pennsylvania, 19082, USA
Listed on 2026-07-27
Listing for:
Cypress Financial Planning
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
Cypress Financial Planning is seeking a dynamic Paraplanner to support financial planners by preparing comprehensive financial plans, conducting research, and preparing client materials. The role provides a clear career path toward senior planner status within the firm.
You will be mentored to complete CFP certification within two years and advance to an Associate Financial Planner role serving clients through our growth channels.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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