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InsperityUnited States
Posted December 10, 2025
Full Time
About the Company
Deliver tailored, high-impact financial solutions that help individuals envision and achieve a meaningful, purpose-driven future.
Job Description
Licensed Paraplanner needed for a vibrant, full-service advisory team. Prepare comprehensive plans, conduct research, and ensure client data and strategy are in perfect shape. Opportunity for someone who thrives in a fast-paced environment and is committed to going the extra mile.
Requirements
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field
- FINRA Series 7 and 66 (or 65 & 63) licenses required
- Life, Health, and Variable Insurance licenses preferred or in progress
- Solid proficiency in eMoney, Microsoft Office Suite, CRM platforms, and financial planning or FinTech tools
- Solid analytical, organizational, and communication skills
- Strong attention to detail, initiative, and ability to work independently or collaboratively
- Solid English language skills
- Occasional travel may be required
Benefits
- Comprehensive health coverage
- Robust retirement planning
- Financial security
- Flexible financial options
- Well-being and work-life balance