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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Estate Planning Paraplanner: Detail-Driven, Client-Focused in Sun City, AZ vacancy
$65k - $72k
Firm: Oxford Retirement and Estate Planning Overview: At Oxford Retirement and Estate... ...estate planning services to our clients. With a commitment to integrity... ...and clarity. We are seeking a detail-oriented and highly organized Paraplanner to join our team. In this role,...SuggestedWork at office- ...relationship‑based financial planning and advisory services to clients and prospects. This role focuses on building long‑term advisory... ...will do here: Conduct discovery‑driven conversations to understand... ...management skills with attention to detail required . Ability to work...SuggestedTemporary workWork at office
- ...seeking a Financial Advisor to join their successful team. The role involves working closely with clients to develop long-term relationships, providing financial planning advice, and assisting the main Advisor in achieving team goals. Candidates should have at least 3...Suggested
$80k - $140k
...more than $2 billion in client assets and 11 offices... ...0 households, with a focus on comprehensive, long-term financial planning. That gives our... ...insurance, education and estate topics • Prepare... ...Strong attention to detail and a process-driven mindset • Clear, warm...SuggestedFull timeLive inWork at officeLocal areaMaridea Wealth Management
Phoenix, AZ1 day ago$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 officeLido Advisors, LLC
Phoenix, AZ1 day ago- ...Wealth Advisor Our client, a growing financial services organization... ..., is seeking a relationship-driven Wealth Advisor to help... ...financial professional who wants to focus on what they do best, connecting... ...investment, income planning, and financial protection strategies...
Blue Signal Search
Peoria, AZ1 day ago - ...Financial Wealth Services LLC is seeking a Paraplanner in Phoenix to support financial advisors by... ...profiles, and investment options, and by preparing detailed plans and documents. You will collaborate across teams, manage client data securely, schedule meetings, and help...
$64.2k - $116.4k
...fast-changing world, our clients' needs are increasingly... ...decisions, annual planning, financial performance... ...proactive guidance, data driven insights, and risk informed... ...Proven attention to detail, planning, and organizational... ..., in order to provide focused advice. Ability to...Contract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Phoenix, AZ13 hours ago$300k
...- combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy... ...don't refer out critical components of a client's financial life. We bring them together... ...through in-house attorneys and CPAs You focus on meeting clients and closing business....Temporary workWork at officeLocal area$50k - $100k
...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-... ...savings plans. To view more details of our benefits, please...Part timeLocal area- ...offering financial planning and wealth... ...experience for our clients and team. Passion... ...comprehensive, client-focused solutions, leveraging... ...part of a mission-driven organization that... ..., attention to detail, teamwork, and follow... ..., financial and estate planning advice to...Full timeContract workWork at office
Sequoia Financial Group Llc
Phoenix, AZ7 days ago $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 contractorsWealthBridge Financial Group
Phoenix, AZ27 days ago$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 officeEdelman Financial Engines, LLC
Phoenix, AZ24 days ago- ...Pearl Capital Management provides clients with a holistic approach to... ...goals, integrating comprehensive planning with tailored investment strategies. The firm focuses on understanding each client’s... .... This role involves preparing detailed financial reports, maintaining...Full timeTemporary work
Pearl Capital Management
Phoenix, AZ4 days ago - ...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
Blue Trust
Phoenix, AZ4 days ago - ...challenge the status quo and help clients achieve what matters most.... ..., deliver holistic financial planning, and provide tailored... ...decisions while helping them stay focused on long‑term goals. This role... ...thrives in a relationship‑driven environment, communicates with...Work at office
Charles Schwab
Phoenix, AZ13 hours ago - ...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 timeWork at officeLocal areaRemote workMonday to FridayFlexible hours
Moors & Cabot
Phoenix, AZ3 days ago $50k
...come first. With over 9 million clients and 20,000 financial advisors... ...privately-owned, placing the focus on our clients rather than shareholder... ...adjust the branch business plan to increase branch... ...relationships. Financial advisors are driven by performance, and we ensure...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Phoenix, AZ13 hours ago- ...logistics are finalized. Our client, a leading manufacturer of... ...contribution to your Retirement Savings Plan account each pay period... ...'s financial requests through detailed analysis and reporting; assist... ...a specialized recruiting firm focused on accounting, finance,...Contract workRemote workRelocationVisa sponsorshipRelocation packageFlexible hoursWeekend work
Augmentis
Phoenix, AZ16 days ago - ...seeking a Financial Advisor in Arizona to deliver holistic, relationship‑based financial planning and advisory services. You will conduct discovery‑driven conversations to uncover client goals and life‑stage needs, and apply planning across investments, retirement, risk,...
- 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...
- Alerus is seeking a Wealth Advisor to enhance client relationships and drive new business opportunities. You will act as the primary... ...and new clients (40%). You will develop expertise in financial planning, investments, and tax strategies, while pursuing ongoing professional...
$60k
...one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment... ...Advisors are expected to focus their time on developing... ...knowledge of financial planning concepts, including loans... ...understanding of estate planning, charitable giving...Work experience placementLive inWork at officeFlexible hours- ...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
$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- 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
- ...delivering sophisticated planning, personalized investment strategies, and a client experience that goes... ...opportunities in a performance-driven and people-first... ...customized financial, estate, tax, and retirement plans... ...client service. \n Detail-oriented, organized,...
Judson Group
Phoenix, AZ17 days ago - Desert Financial Credit Union in Phoenix is seeking a Paraplanner to support financial advisors by gathering client information, researching investments, and preparing comprehensive financial plans for client review. The role includes preparing documents, reports, and presentations...
- ...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
RBC
Phoenix, AZ2 days ago - ...challenge the status quo and help clients achieve what matters most.... ..., deliver holistic financial planning, and provide tailored... ...decisions while helping them stay focused on long‑term goals. This role... ...who thrives in a relationship‑driven environment, communicates with...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Planning Paraplanner: Detail-Driven, Client-Focused. Be the first to apply!
