Wealth Planning Paraplanner — Path to Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management, Financial Services
JK Executive Strategies is seeking a Paraplanner to join a respected independent wealth management firm in Rochester. You will support the advisory team by gathering client data, preparing financial plans, and assisting with investment and planning recommendations to ensure successful client meetings.
The role offers a clear path toward becoming a client-facing advisor as you build expertise and manage a defined group of emerging wealth clients over time.
This position is for the Wealth Planning Paraplanner — Path to Advisor role at JK Executive Strategies, LLC.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning Paraplanner — Path to Advisor role in the description above.
We appreciate your interest in this position.
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