Remote Otter LogoRemoteOtter

Paraplanner - Remote

Posted 14 weeks ago
Finance / Legal
Full Time
USA
60000 - 75000/year

Overview

Join Our Team as a Paraplanner at Blane Advisory Group! Are you detail-oriented, passionate about finance, and ready to kickstart your career in financial planning? Blane Advisory Group is looking for a dynamic Paraplanner to oversee client financial transactions and manage asset inflows/outflows. With us, you'll have the opportunity to advance to a financial advisor role, backed by one-on-one and group training to build your technical skills and professional growth.

In Short

  • Process Financial Transactions
  • Monitor Practice Flows Dashboard
  • Generate Insurance Proposals and Projections
  • Assist in Investment Strategy Implementation
  • Support the Financial Planning Process
  • Work with several advisors and supporting staff across multiple states
  • Remote/Hybrid position may be available for the right candidate
  • One week on-site training for local and remote/hybrid new employees is required
  • Remote/Hybrid personnel are required to travel to office at least 2 times per year
  • Competitive salary range of $60,000-$75,000 per year

Requirements

  • College degree (business degree preferred)
  • Required licenses (series 7, 66, Life and Health)
  • CFP preferred

Benefits

  • 401(k) with up to 3.5% matching contributions
  • Generous PTO policy
  • Health insurance stipend
  • Comfortable office workstation with computer provided
  • Structured training program and opportunities for advancement

A.F.G

Ameriprise Financial - Georgia

Blane Advisory Group, a Private Wealth Advisor Practice of Ameriprise Financial, is a well-established financial advising practice dedicated to providing comprehensive financial planning and asset management services. The firm is committed to delivering tailored, objective advice with exceptional service, ensuring peace of mind for its clients. Guided by core values such as Integrity, Career Loyalty, Accountability, Respectful Communication, Teamwork, and being a Self-Starter, Blane Advisory Group fosters a supportive environment for professional growth and development, making it an ideal place for individuals looking to advance their careers in financial planning.

Share This Job!

Save This Job!

Similar Jobs:

A.F.V

Paraplanner - Remote

Ameriprise Financial - Virginia

8 weeks ago

Join a remote team as a Paraplanner to support financial planning and client advisory services.

USA
Full-time
Finance / Legal
$62,000 - $75,000/year
Evelyn Partners logo

Remote Paraplanner

Evelyn Partners

13 weeks ago

Evelyn Partners is seeking a Remote Paraplanner to support Financial Planners and enhance client experiences.

Worldwide
Full-time
Finance / Legal

A.F.V

Licensed Paraplanner - Remote

Ameriprise Financial - Virginia

18 weeks ago

Join Boldspire Wealth as a full-time Licensed Paraplanner, focusing on client service and financial processes in a remote role.

USA
Full-time
Finance / Legal
55000USD/year

V.S

Planner - Remote

Vaxcom Services

6 weeks ago

Join Parsons as a Planner to support project cost control and scheduling functions.

Saudi Arabia
Full-time
Project Management

Wood Transmission & Distribution Ltd UK is seeking a Planner to manage project schedules and support planning processes in a hybrid work environment.

Worldwide
Full-time
Project Management