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Client-Facing Financial Planning Paraplanner

Listing for: Middlebrook Wealth
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 70000 - 95000 USD Yearly USD 70000.00 95000.00 YEAR

Job Description & How to Apply Below

Middlebrook Wealth in Staunton/Charlottesville is seeking a Paraplanner to support the advisory team with financial planning, account servicing, and client communication. The role focuses on delivering a high-quality client experience within firm processes and regulatory standards.

The ideal candidate combines planning knowledge with technology proficiency, is coachable, organized, and able to work independently while collaborating with colleagues.

We are currently recruiting a Client-Facing Financial Planning Paraplanner for our team in Staunton, VA, United States.

The position is based in Staunton, VA, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 70.000 - 95.000.

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 Client-Facing Financial Planning Paraplanner role in the description above.

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