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Senior Paraplanner — Client‑Focused Financial Planning

$80k - $100k

Advisor Talent Solutions

JEHM Wealth & Retirement in Simpsonville, SC is seeking a dependable Paraplanner to support our financial planning team. The ideal candidate should have a passion for client satisfaction and be highly organized. Your role includes preparing financial plans, conducting investment research, and maintaining detailed client files. We value skills in customer service, communication, and teamwork, and prefer candidates with Series 65 or similar licensing. Compensation ranges from $80,000 to $100,000 annually, alongside comprehensive health coverage and generous PTO. #J-18808-Ljbffr Advisor Talent Solutions

Vacancy posted 4 days ago
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