Paraplanner: Retirement Planning & Insurance
Listed on 2026-10-11
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Affinex Capital, located in Tucson, AZ, is seeking a Paraplanner to design financial plans, run illustrations, and support advisors with case construction and client meetings. You will build comprehensive retirement analyses and gather data to identify product gaps, working closely with the team to deliver tailored recommendations.
The role emphasizes attention to detail, strong communication, and learning financial planning tools like Retirement Analyzer and eMoney.
We are currently recruiting a Paraplanner:
Retirement Planning & Insurance Support for our team in Tucson, AZ, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner:
Retirement Planning & Insurance Support role in the description above.
We appreciate your interest in this position.
Join Affinex Financial and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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