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Chemistry Wealth Management Logo
Chemistry Wealth Management

New York, New York

PJS Investment Management Logo
PJS Investment Management

Cedarburg, Wisconsin

Golden Reserve LLC

Cleveland, Ohio

Bucknell University

Lewisburg, Pennsylvania

Bucknell University

Lewisburg, Pennsylvania

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WealthFD

Conshohocken, Pennsylvania

Altfest Personal Wealth Management

Miami, Florida

Householder Group

Tucson, Arizona

Covenant Trust Logo
Covenant Trust

Grand Rapids, Michigan

Boulay Financial Advisors, LLC Logo
Boulay Financial Advisors, LLC

Eden Prairie, Minnesota

OpenTable, Inc.

San Francisco, California

Spectrum Advisors Logo
Spectrum Advisors

North Dallas, Texas

Northwestern Mutual Logo
Northwestern Mutual

San Jose, California

Bankers Trust

Phoenix, Arizona

Schulfer & Associates, LLC Logo
Schulfer & Associates, LLC

Stevens Point, Wisconsin

Hogan Transportation

St. Louis, Missouri

NEW! NEW!
1891 Financial Life

Schaumburg, Illinois

SRQ Wealth Logo
SRQ Wealth

Sarasota, Florida

Oakton College Logo
Oakton College

Des Plaines / Skokie, Illinois

Wolverine Trading Logo
Wolverine Trading

Chicago, Illinois

Oakton College Logo
Oakton College

Des Plaines / Skokie, Illinois

Collier County Board of County Commissioners

Naples, Florida

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Paraplanner and Tamarac Platform Manager
Your primary role will be to assist financial advisors in the preparation and development of comprehensive financial and investment plans and other client deliverables by analyzing client data, identifying areas of risk or strength in relation to a client’s needs and goals, and updating preliminary planning documents as requested or required by the receipt of updated client information.   The role requires proficiency in financial planning software and tools (such as RightCapital and Holistaplan), as well as standard office software (specifically including Excel at an advanced level), Word, PowerPoint, Adobe, Outlook & Zoom.   This role requires a self-starter with exceptional attention to detail and organizational skills, excellent


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