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Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.
We offer our team:
Summary: Financial Service firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as Paraplanner. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Paraplanner will assist Financial Advisors in managing and organizing office workflow.
Essential Duties and Responsibilities:
As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box – because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths.
Legacy Financial Partners, which has 29 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today!
Ideal Education & Experience:
Compensation and Hours:
Full Time
$62k-74k (estimate)
01/12/2023
08/26/2024
The job skills required for Paraplanner include Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.