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Paraplanner at Osaic - ApplyBlast

Paraplanner

Osaic

1 month ago

2.6 on Glassdoor

Morgantown, West Virginia, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Paraplanner supports Financial Advisors by preparing financial plans, conducting planning and investment analysis, and coordinating implementation activities. This role plays a key part in delivering an exceptional client experience by ensuring accurate financial data, well-prepared planning recommendations, and timely follow-up on client needs. The Paraplanner works closely with advisors and operations staff to support the financial planning process from data gathering through implementation.

Responsibilities

Prepare comprehensive financial plans and investment recommendations for advisor review
Conduct retirement, insurance, education, and estate planning analyses using financial software
Gather and maintain client financial information to support implementation activities

Skills

About Osaic

osaic.com

Headquarters

Scottsdale, Arizona, United States

Company Size

1001-5000 employees

Founded

2016

View Profile

Osaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.