Talent.com
VirtualVocations
Idaho Licensed ParaplannerVirtualVocations • Seattle, Washington, United States
Idaho Licensed Paraplanner

Idaho Licensed Paraplanner

VirtualVocations • Seattle, Washington, United States
3 days ago
Job type
  • Full-time
Job description
Supporting a financial advisory practice, the full-time Idaho Licensed Paraplanner will assist financial advisors with client service, maintain client management systems, and prepare financial planning recommendations while adhering to legal and regulatory requirements. Key responsibilities: Maintain client management system and coordinate client appointments Prepare preliminary financial planning recommendations for advisor review and manage business-as-usual projects Conduct client meetings and coordinate client appreciation events and seminars Required qualifications: College degree or higher 2+ years of relevant experience in a financial planning environment Ability to obtain federal and state licenses for securities, including Series 7 and Series 66 Strong organizational and computer skills Effective communication skills with clients and team members
Create a job alert for this search

Idaho Licensed Paraplanner • Seattle, Washington, United States

Similar jobs

Project Director - Architecture Terminal Planning Leader

HNTBSeattle, WA, United States
Full-time +1

What We're Looking For** Flexible location: candidates can work from any HNTB office.HNTB's award-winning Architectural Practice is growing-and this is an exciting moment to come on board.We are l... Show more

 • Promoted

Financial Planner

RangeBellevue, WA, United States
Full-time

Range Financial Planner Opportunity.Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry.We give people an all-in-one p... Show more

 • Promoted

MRB Inventory Planner

Kestra Medical TechnologiesKirkland, WA, United States
Full-time

The Kestra team has over 400 years of experience in the external and internal cardiac medical device markets.The company was founded in 2014 by industry leaders inspired by the opportunity to unite... Show more

 • Promoted

Licensed Financial Planner (Series 7 & 66)

Talent Search PROSeattle, WA, United States
Full-time

Senior Associate Financial Planner.Join a collaborative wealth management team where you'll work closely with experienced advisors, build long-term client relationships, and play a key role in deli... Show more

 • Promoted

Director of Financial Planning

HealthPoint (CHC)Renton, WA, United States
Full-time +1

Director of Financial Planning.Salary Range: $137,370 to $234,900 USD.Would you like to have a career that makes a daily difference in people's lives? Do you want to be part of a caring, respectful... Show more

 • Promoted

Complex Care Navigator

UnitedHealth GroupEverett, WA, United States
Full-time

Requisition number:** 2368980 **Job category:** Medical & Clinical Operations Like you, **UnitedHealth Group** is strong on innovation.And like you, we'll go the distance to deliver high-qual... Show more

 • Promoted

Travel Planner (Remote/Flexible)

HB TravelsSeattle, WA, United States
Remote
Full-time

Travel Planner (Remote/Flexible).Seattle, Washington, United States.We're looking for an enthusiastic and detail-oriented Travel Planner to join our team.In this role, you'll work closely with clie... Show more

 • Promoted

Project Planner

ArcadisSeattle, WA, United States
Full-time +1

Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.We are more than 34,000 people, in over 30 countries, dedic... Show more

 • Promoted

Forward Planner

D.R. HortonKirkland, WA, United States
Full-time

It is engaged in the construction and sale of high-quality homes designed principally for the entry-level and first time move-up markets.The Company also provides mortgage financing and title servi... Show more

 • Promoted

ITSM IT Strategic Planner II - WA

ProSidian ConsultingSeattle, WA, United States
Full-time

ITSM IT Strategic Planner II - WA.ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading pract... Show more

 • Promoted

Strategic Planning Specialist (706392)

Netpace IncBellevue, WA, United States
Full-time

The client is a leader in ICT research and development.It develops optical networking; wireless networking, broadband access, data communications, and video conferencing products.The company provid... Show more

 • Promoted

Paraplanner

Jambalaya Group RecruitingBellevue, WA, United States
Full-time

Experienced Paraplanner (Fully Remote Option Available).Allegiance Wealth Management, a private wealth advisory practice of Ameriprise Financial Services.Midwest/Pacific preferred, other time zones... Show more

 • Promoted

Utility Planner - Pacific Northwest

BKF EngineersSeattle, WA, United States
Full-time

BKF is a multi-service infrastructure consulting firm providing civil engineering, construction management, environmental, planning, and surveying services across California, the Pacific Northwest,... Show more

 • Promoted

Senior Paraplanner

Raymond James FinancialSeattle, WA, United States
Full-time

Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management.Every individual's strength and expertise ar... Show more

 • Promoted

Join the Sunstate Equipment Company Sales & Leadership Talent Pipeline

SunstateTacoma, WA, United States
Full-time

Join the Sunstate Equipment Company Sales & Leadership Talent Pipeline.Job Category: Dispatch/Inside Sales Requisition Number: JOINT014116.Full-Time On-site Buckeye 1015 N.Jackrabbit Trail Buckeye,... Show more

 • Promoted

Fleet Planner (Seattle Intl. Airport)

SIXTSeattle, WA, United States
Full-time

Ready to optimize fleet planning like never before? At SIXT, we're searching for a Fleet Planner to drive our day-to-day operations! You'll ensure our fleet runs efficiently and safely while playin... Show more

 • Promoted

Maintenance Planner (Term-Limited)

ST Public BrandingSeattle, WA, United States
Full-time

Maintenance Planner (Term-Limited).Salary range is $81k to $155k with a midpoint of $108k.New hires typically receive between minimum and midpoint, however, we may go slightly higher based on exper... Show more

 • Promoted

Floating Leasing Professional - Seattle

GreystarSeattle, WA, United States
Full-time

Greystar has an immediate opening for an experienced Leasing Professional! Our team members are high performers that care about customer service and exceed expectations.The Leasing Professional pla... Show more

 • Promoted

Senior S&OP Planner, AWS Infrastructure S&OP

AmazonSeattle, WA, United States
Temporary

AWS Infrastructure Services owns the design, planning, delivery, and operation of all AWS global infrastructure.In other words, we're the people who keep the cloud running.We support all AWS data c... Show more

 • Promoted

Inventory Planner III

Apex SystemsEverett, WA, United States
Permanent

Inventory Planner - Inventory Planner III.Location: Everett, Washington (Onsite).Compensation: $22 - $29 Hourly.We are seeking an Inventory Planner to join our team.This role involves handling mate... Show more