Estate Planning Paraplanner: Detail-Driven, Client-Focused
Advisor Talent Solutions
Oxford Retirement and Estate Planning in Sun City, AZ is seeking a Paraplanner to support wealth managers with estate planning write-ups, trusts and will documents, and client service. The role requires meticulous accuracy, strong organization, and the ability to manage multiple tasks in a professional setting. We offer competitive benefits and a collaborative team environment, with in-office hours Monday–Thursday 8:00am–5:00pm and Friday 8:00am–1:00pm. #J-18808-Ljbffr Advisor Talent Solutions
$65k - $72k
...Position: Paraplanner Firm: Oxford Retirement and Estate Planning Location: Sun City, AZ Overview: At Oxford Retirement... ...estate planning services to our clients. With a commitment to integrity... ...clarity. We are seeking a detail-oriented and highly organized...SuggestedWork at office- ...Paraplanner The Paraplanner is responsible for providing educational... ...and consultative financial planning strategies to financial advisors... ...with advisors, gathers client information, and conducts research... ...software and tools to create detailed financial projections,...Suggested
$51.8k - $95.9k
...financial and investment planning and advice in... ...the customer. Determines client needs and provides solutions... ...the client experience.Focus is primarily on business... ...skills - In-depth.Data driven decision making - In-depth... ...plans. To view more details of our benefits, please...SuggestedPart time$200k - $225k
...build an enduring practice around the clients you are most passionate about serving.... ...strategies built on expertise in financial planning, tax and estate planning, investment management, and... ...Culture: Join a supportive and growth-focused team that values professional...SuggestedWork at office- ...Consultant to join their team in Surprise, Arizona. In this role, you will connect with clients to offer tailored financial strategies, including investment and retirement planning solutions. You will play a key role in empowering clients to make informed decisions by...Suggested
- Fidelity Investments in Phoenix recruits for a client-focused financial planning role within our Investor Center. You will work with existing clients and warm leads to develop customized investment plans, leveraging Fidelity’s planning tools and guidance resources to recommend...Local area
- ...trusted industriesfinancial planning and investment... ...provide comprehensive, client-focused solutions, leveraging... ...being part of a mission-driven organization that values... ...ability, attention to detail, teamwork, and follow-... ..., financial and estate planning advice to deliver...Full timeWork at office
- ...Inc in Sun City West, AZ seeks an Associate Financial Advisor to work alongside a Financial Advisor. The role focuses on client relationships, financial planning, and administrative support to deliver tailored investment guidance. The position requires a Bachelor’s...
$36k - $75k
...Relationship-Driven Insurance Professional | Recruiting & Developing... ...Omaha |Consultative Sales & Client Strategy Are you driven, self-... ...independent Financial Advisor. 401(k) plan with a 2% company contribution... ...benefits and perks page for details. Applicants for this position...Full timeTraineeshipHome office- J.P. Morgan Chase is seeking a Private Client Advisor in Phoenix, AZ. The role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. With a required minimum of 2 years in a Financial Advisor position, candidates must...
- BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors...
- ...career and be part of a successful team? Are you driven, self‑motivated, and customer‑focused? If you enjoy working closely with clients, developing long‑term relationships,... ...present, and implement customized financial plans Assist clients with annuities, life, long‑term...Local areaMonday to Friday
- ...Growth and delivering for our clients, teammates, communities and shareholders... ...goals, building a financial plan, and recommending brokerage... ...Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management. This role supports business growth through client...Work at office
$96.88k - $127.15k
...technology platform and a relentless focus on serving our members. We... ...Finance supports financial planning, analytics, and business insights... ...recommendations using a data-driven approach combined with... ...intelligence for candidates and detail how we use AI to support our recruiting...Full timeWork experience placementWork at officeFlexible hours$80k - $115k
...WealthBridge Financial Group is seeking driven, results-oriented career... ...and strategies across the 7 planning areas — protection, savings,... ...income, debt management, estate planning, and education funding... ...role in empowering Arizona clients to make informed financial decisions...Contract workFor contractors$85k - $97.6k
...dollar invested has a job to do for our clients. That's why we are committed to managing... ...solutions to help them feel confident about the plans they are making, whether for today,... ...together. If you are inspired by purpose-driven work and a collaborative, values-led culture...Work experience placementWork at office- ...world-class service to team's clients and continually strives to effectively... ...leadership skills which focus on client service and business... ...manner based on the financial planning philosophy and biblical... ...skills and keen attention to detail. Personal integrity and ability...Work at officeLocal areaNight shift
- ...investment strategies for their diverse client base. This results-driven role will be responsible for... ...and holistic approach to financial planning. The Financial Advisor is an experienced... ...clients' financial situations with detail and accuracy by monitoring portfolio...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...-based wealth management, including planning for retirement, education, legacy, and... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...create a work community that is culture driven, resilient, results focused and effective. The Advisor...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Advisor with 10‑15 years of client‑facing, comprehensive wealth‑planning experience to join the... ...team‑oriented, and service‑focused with the technical... ...implementing their financial, estate, and portfolio strategies... ...through and attention to detail. Client‑first mentality...Full timeWork at office
$26 - $33 per hour
...for delivering an exceptional client service experience while servicing... ...skills, strong attention to detail, proactive, analytical, show... ...perception and the ability to focus. Some work may be repetitive at... ..., management and analysis, planning software, and report preparation...Hourly payFull timeMonday to Friday- ...communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more... ...continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal...Full timeFlexible hours
$85k - $125k
...Financial Services Representative. This full-time role focuses on establishing customer relationships, educating clients about insurance options, and developing leads.... ...possess excellent communication skills and are detail-oriented. A competitive salary range of $85,000...Full time$112k - $249.6k
...Global Payments product strategic plans, quarterly business reviews,... ...our employees to be:Customer Focused - Knowledgeable of the values... ...Preferred SkillsAccountability, Client Counseling, Decision Making,... ...PlanningCompetenciesAccuracy and Attention to Detail, Analytical Thinking,...Full timeTemporary workPart timeWork experience placementWork at officeFlexible hours- A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and investment solutions to individuals and families, delivering a personalized client experience while building strong relationships. The ideal...
$80k - $100k
...tandem with a Financial Advisor to maintain client relationships. The goal of this position... ...as investment management and financial planning. The Associate Financial Advisor will be... ...Highly organized with a strong attention to detail and accuracy Headquartered in Plymouth,...Work at officeMonday to Friday$150k - $200k
...growth and success of our clients through deep sector... ...a diversified business focused on middle market issuers... ...origination, strategic planning, relationship development... ...the group's mentorship-driven approach.Market... ...Healthcare finance or real estate finance;Strategic, management...Full timeLocal area- U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team. You will... ...partner with AMG or U.S. Bancorp Investment as needed to meet clients' goals. The role emphasizes client relationship management, knowledge...
- ...seeking an experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through sophisticated investment advice, comprehensive planning, and long-term relationship... ...through investments, insurance, taxes, estate planning, and other financial...Temporary workWork at officeFlexible hours
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