Wealth Planning Paraplanner: Data-Driven Financial Plans
Advisor Group Inc.
Osaic is seeking a Paraplanner in Morgantown, WV to support Financial Advisors by preparing financial plans, analyzing investments, and coordinating implementation. You will gather data, run analyses, and ensure timely follow-up to deliver an exceptional client experience. Ideal candidates have 2+ years in wealth management, solid Excel skills, and familiarity with financial planning software like eMoney. This on-site role partners with advisors and operations to support planning from data #J-18808-Ljbffr Advisor Group Inc.
Vacancy posted 13 hours ago
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