Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Paraplanner for Path to Financial Planner

SLP Wealth LLC

New York, NY
  • Remote job

A growing financial planning practice is seeking a dedicated remote Paraplanner to assist in managing client financial operations and support planners. The role requires a Series 65 or 66 License, understanding of retirement accounts, and the ability to work during business hours. A commitment to a long-term career in financial planning is desired. Join a team that helps high-income professionals optimize their investment situations and reduce financial stress. #J-18808-Ljbffr SLP Wealth LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Remote Paraplanner for Path to Financial Planner in New York, NY vacancy
  • $110k - $130k

     ...Additional compensation types Annual Bonus Financial Planner - Hybrid schedule: only 1-2 days in-...  ...occasional client visits); remainder of the week remote Competitive compensation package ($110,...  ...direct mentorship and a clear career path into leadership as the firm grows... 
    Remote work
    Financial
    Full time
    Work at office

    GemHarvest Executive Recruiting

    Hartford, CT
    2 days ago
  • $87.4k - $123.4k

     ...on the idea that transforming financial lives starts by giving our...  ...environment, and fluid career paths. We not only encourage but celebrate...  ...Yourself. The Financial Planner - Retail will develop and...  ...applicable state or local law. For remote and hybrid positions you will... 
    Remote work
    Financial
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Work from home
    Flexible hours

    Empower

    Greenwood Village, CO
    1 day ago
  • $98.5k - $146k

     ...Financial Planner Apply ( locations Owings Mills, MD Colorado Springs, CO time type...  ...enjoy resources to support your career path, a s well as compensation , benefits , and...  ...of: Maryland, Colorado, Washington and remote workers $98,500 - $146,000 for the location... 
    Remote work
    Financial
    Full time
    Work experience placement
    Local area
    1 day per week

    T. Rowe Price

    Owings Mills, MD
    4 days ago
  • $60k - $65k

     ...Paraplanner — Covenant Wealth Advisors | Richmond, VA The short version...  ...wants to build a career as a financial advisor — not just fill a...  ...: 4 days in‑office and 1 day remote. Community: Matching gifts program...  ...‑track role with a defined path: Paraplanner → Associate Financial... 
    Remote work
    Financial
    Internship
    Work at office

    COVENANT WEALTH ADVISORS

    Richmond, VA
    4 days ago
  • $60k - $100k

     ...Oak Harvest Financial Group is seeking an in-office Financial Planner in Houston, TX, to support advisors through high-quality plan execution and client relationship support. The role involves preparing planning deliverables, participating in client meetings, and ensuring... 
    Financial
    Work at office

    Advisor Talent Solutions

    Houston, TX
    4 days ago
  • $50k

     ...Location Remote (United States, Puerto Rico, and Canada) Position Type 100% Commission...  ...individuals and families to achieve their financial goals. We are a forward‑thinking...  ...passionate and motivated Financial Strategy Planners to join our remote team. In this fully commission... 
    Remote work
    Financial
    Full time
    Part time
    Flexible hours

    Vera Financial

    Hartford, CT
    4 days ago
  • $75k - $90k

     ...every dimension of our clients' financial lives so they can move...  ...seeking an accomplished Financial Planner / Relationship Manager who...  ...conference attendance, and a clear path to equity participation for...  ...collaborate face-to-face and remotely to deliver white-glove... 
    Remote work
    Financial
    Full time
    Work at office
    Immediate start

    Avion Wealth, LLC

    The Woodlands, TX
    19 hours ago
  • A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating AI-generated advice, and providing clear communication on financial topics... 
    Remote job
    Financial
    Part time

    Crossing Hurdles

    New York, NY
    2 days ago
  • $24k

     ...offer a structured professional development path to becoming a wealth manager through...  ...Consultation: Educate clients on our diverse financial products and services, demonstrating how...  ...designations such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant (... 
    Remote work
    Financial
    Full time
    Work experience placement
    Local area
    Flexible hours

    Equitable Advisors LLC

    Fort Myers, FL
    4 days ago
  • $120k

     ...past clients to enhance and broaden our financial planning relationships. You would be tasked...  ...through a position that is fully remote with unlimited time off. Never have to...  ...Qualifications Current Certified Financial Planner (CFP®) designation. Minimum 5 years... 
    Remote work
    Financial
    Work at office
    Work from home
    Flexible hours

    Q3 Advisors

    Arvada, CO
    4 days ago
  • $40 - $55 per hour

    About the job Certified Financial Planner Job Title: Remote Certified Financial Planner (CFP) Hourly Pay: $40 - $55/hour We are seeking a highly qualified Certified Financial Planner (CFP) to join our work-from-home team. In this role, you will provide comprehensive financial... 
    Remote work
    Financial
    Hourly pay
    Work from home
    Flexible hours
    Weekend work
    Afternoon shift

    Sales Match

    Lexington, KY
    2 days ago
  • $100k

     ...Join to apply for the Financial Planner role at Define Financial 1 day ago Be among the first 25 applicants Get AI-powered advice on this job...  ...401(k) with up to 4% Employer Match PTO & paid holidays Remote work flexibility on Fridays A supportive, collaborative environment... 
    Remote work
    Financial
    Full time
    Work at office

    Define Financial

    San Diego, CA
    1 day ago
  • $70k - $120k

     ...Certified Financial Planner Certified Financial Planner - CFP Birmingham, AL $70,000 - $120,000 plus bonus depending on experience Are...  ...has a tremendous family-first culture and flexible corporate/remote environment when needed. Responsibilities Ability to... 
    Remote work
    Financial
    Temporary work
    Work at office
    Flexible hours

    PangeaTwo

    Vestavia Hills, AL
    2 days ago
  •  ...About the Role LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux...  ...their personal and financial goals. This role is 100% remote within Puerto Rico and reports to our Global Director of Financial... 
    Remote work
    Financial
    For contractors
    Local area

    LearnLux Financial Wellbeing

    De Pere, WI
    1 day ago
  •  ...lives while carving out your unique career path? At Equitable Advisors, a leader in the...  ...Consultation: Educate clients on our diverse financial products and services, demonstrating how...  ...designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (... 
    Remote work
    Financial
    Full time
    Work experience placement
    Local area
    Flexible hours

    Equitable Advisors LLC

    Nashville, TN
    1 day ago
  • $78k - $95k

    Position: Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private wealth advisory practice of Ameriprise Financial Services Location: Fully Remote (U.S.-based candidates; Midwest/Pacific preferred, other time zones considered... 
    Remote work
    Financial
    Private practice
    Flexible hours

    Ameriprise Financial

    Bellevue, WA
    19 hours ago
  • $150k

     ...flexibility and control over your career path Backed by Fortune 500 company Northwestern...  ...to understand their comprehensive financial needs, providing personalized guidance to...  ...Street, Suite 800, Woodland Hills 91367, CA Remote representatives serving Greater Palm Desert... 
    Remote work
    Financial
    Work at office
    Work from home
    Flexible hours
    3 days per week

    Beer Financial Group, Inc.

    Los Angeles, CA
    4 days ago
  • $90k - $110k

     ...Signature Wealth Advisors is a values-driven financial planning and investment management...  ...About This Role We are looking for a Paraplanner or Financial Planner who thinks deeply, communicates...  ...continuing education A direct growth path toward a senior planning or client‑facing... 
    Financial

    Signature Wealth Advisors LLC

    Orlando, FL
    1 day ago
  •  ...Bedford, MA area that is looking for a licensed Para Planner who is serious about becoming a Financial Advisor. This is not a “forever support” role. This is...  ...mentorship, structure, client exposure, and a clear path forward in wealth management, this is a unique opportunity... 
    Financial
    Work at office
    Afternoon shift

    Advisor Talent Solutions

    Acushnet, MA
    3 days ago
  • $50 - $85 per hour

    We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In...  ...Competitive hourly pay: $50 - $85 Flexible work schedule and remote work options Health, dental, and vision insurance Paid time... 
    Remote work
    Financial
    Hourly pay
    Work at office
    Flexible hours

    Sales Match

    Omaha, NE
    4 days ago
  • $81k - $135k

     ...Group, LLC is a progressive, fast-growing firm looking for a Financial Planner to join their dynamic team. The Financial Planner...  ...wellness program - Flexible working environment including remote and hybrid options What's in it for you: - Working with... 
    Remote work
    Financial
    Full time
    Work at office
    Local area
    Flexible hours

    Aprio

    Overland Park, KS
    4 days ago
  • $65k - $120k

     ...Summary/Objective Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning...  ...training is completed, this is a hybrid role that allows for remote flexibility with an in-office presence at least 3 days per... 
    Remote work
    Financial
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    3 days per week

    Cain-Watters-

    Frisco, TX
    19 hours ago
  •  ...specialized training, or certification to build GPM plans for Financial Advisors. Serve as a resource to advisors and their assistants...  ...telecommunication devices, operating system administration tools, and remote‑control software. Organizational and detail‑oriented skills to... 
    Remote work
    Financial
    Work at office

    Raymond James

    Saint Petersburg, FL
    3 days ago
  •  ...the United States seeks a detail-oriented Paraplanner / Service Assistant. This role involves...  ...candidate has 2+ years of experience in financial planning and a strong understanding of...  ...This position offers the flexibility of remote work and opportunities for career growth... 
    Remote work
    Financial

    Tax Brilliance Inc.

    New York, NY
    2 days ago
  •  ...Financial Planner (CFP) – Growth Opportunity into Advisor Role We're partnering with a well-established, boutique financial planning and wealth...  ...and working closely with experienced advisors - with a clear path to grow into an Advisor role over time if desired. What You’... 
    Financial
    Flexible hours

    Pursuit

    Winston Salem, NC
    4 days ago
  •  ...individuals and families in your community towards financial security and success. Why Career Changers...  ...by a team that’s walked the same path, people who once coached, built, designed...  ...practices. About the Role As a Financial Planner at Northwestern Mutual, you will be part... 
    Financial
    Work from home
    Visa sponsorship
    Flexible hours

    Northwestern Mutual

    Greensboro, NC
    1 day ago
  • $105k

     ...Tax/Financial Planner - Plano - 2/3 days remote Specialized wealth management firm searching for someone with 1-5 years of public accounting experience. Person will work closely with a mentor to perform investments, tax planning, debt restructuring, business profit improvement... 
    Remote work
    Financial

    Unity Search Group

    Plano, TX
    3 days ago
  • $100k - $150k

     ...passionate about helping others achieve their financial goals and are looking for a challenging...  ...to join our team as a Financial Planner at Northwestern Mutual. As a Financial Planner...  ...'s (Preferred) Work Location: Hybrid remote in Duluth, MN 55802 #J-18808-Ljbffr... 
    Remote work
    Financial
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    Northwestern Mutual

    Duluth, MN
    3 days ago
  •  ...Job Description Job Description As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical... 
    Financial

    Kestra Financial Independent Advisor

    San Antonio, TX
    19 days ago
  •  ...We’re hiring a Financial Planner (Service Advisor) on behalf of our client—a growing hybrid retirement...  ...closes the business Collaborate with a paraplanner, new business, and service team so you...  ...Eve through New Year’s Clear growth path into a closing advisor role or... 
    Financial
    Work at office

    The Well

    San Antonio, TX
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Paraplanner for Path to Financial Planner. Be the first to apply!