Aspiring CFP Paraplanner — Wealth Planning Support
Bluespring Wealth Partners, LLC
Kestra Financial, Inc. is seeking a motivated Paraplanner to support Lead Advisors in delivering comprehensive financial planning and wealth management services. This role suits someone early in their planning career who is detail-oriented and pursuing the CFP designation, with hands-on exposure and mentorship to grow professionally. You will gather data, build analyses, prepare client meeting materials, and support research across planning and portfolio systems while maintaining confidentiality #J-18808-Ljbffr Bluespring Wealth Partners, LLC
Vacancy posted 2 days ago
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