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Woodmont Investment Counsel

Nashville, Tennessee

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REM Advisors

San Francisco, California

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Adams Chetwood Wealth Management

Durham, North Carolina

Keating & Associates, Inc. and Purposeful Wealth Advisors Logo
Keating & Associates, Inc. and Purposeful Wealth Advisors

Chicago, Illinois

Wilken & Company, P.C., CPAs

PORTLAND, Oregon

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PICKER & ASSOCIATES LLC

Buffalo Grove, Illinois

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The Bank of Tampa

St. Petersburg, Florida

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Maryland Judiciary

Annapolis, Maryland

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Full-Time Local or Virtual Paraplanner
Ideal candidate will have an enthusiasm for financial planning and a good sense of humor. He or she will possess strong organizational and computer skills. We are seeking a person eager to learn and develop expertise in new subjects. Responsibilities include both basic and advanced levels of paraprofessional support for financial planning practice activities and gradually interacting with clients. We expect you to have the ability and initiative to work independently and to plan for professional advancement within the firm. Assist lead Financial Planners in preparing for client meetings and post-client meeting tasks through completion Conducting and assisting with research and compiling data that supports the development of


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