ParaplannerJr Advisor

H Cap Connect

Job Location:

Avon, IN - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Paraplanner

This is an excellent opportunity for someone early in their career who wants to build a long-term path in financial planning.

About the Firm

A collaborative client-centered financial services firm based in the Avon Ohio areafocused on delivering personalized financial strategies. The team works closely together to provide thoughtful guidance across investments retirement planning and insurance. Their approach is proactive detail-oriented and built around helping clients make meaningful progress toward their financial goals.

What Youll Do

Apply the fundamentals of financial planning
Assist in building and updating financial plans.
Support investment research portfolio analysis and strategy development
Monitor client accounts for compliance updates and required documentation
Provide analytical and operational support to the advisory team

What Were Looking For

Bachelors degree (Financial Planning Finance or related field preferred)
Strong attention to detail and analytical mindset
Solid math skills and comfort working with data
Clear and professional communication skills
Ability to learn quickly and operate within a team environment
Interest in pursuing a long-term career in wealth management

Licensing & Growth

Series 7 and 66 will be required

Compensation

Competitive and based on experience and licensing progress

Required Experience:

Junior IC

ParaplannerThis is an excellent opportunity for someone early in their career who wants to build a long-term path in financial planning.About the FirmA collaborative client-centered financial services firm based in the Avon Ohio areafocused on delivering personalized financial strategies. The team w...