Financial Planning Paraplanner — Shape Client Success
Prime Capital Financial
Prime Capital Financial in Flower Mound, TX, is seeking a Paraplanner to support our financial advisors. You will prepare financial plans, assist with client reviews, manage data entry, onboarding, and act as the SME for our financial planning software. The ideal candidate holds a Bachelor's in Financial Planning or related field, pursues CFP within 18 months, and earns Series 65 within 6 months. Proficiency with eMoney, MoneyGuidePro, Riskalyze, Holistiplan, and Google Suite is required; #J-18808-Ljbffr Prime Capital Financial
Vacancy posted 4 days ago
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