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Jambalaya Group
Portsmouth, OH, US
Source: Jambalaya Group careers · View original posting
From Jambalaya Group's posting. “We” and “our” refer to the employer.
Employment: Full-time, approximately 40 hours/week | FLSA: Non-exempt | Schedule: Monday-Friday
Target start: January 2027
An established private financial planning practice in Portsmouth, Ohio, is seeking a capable, service-minded Paraplanner / Financial Planning Associate to support the lead advisor and contribute across a collaborative advisory team. This role is ideal for someone who enjoys turning client information into organized planning work, following through on service needs, and helping a busy practice operate smoothly.
The position combines financial-planning preparation with client service and day-to-day operational support. Responsibilities may include gathering and updating client information, preparing planning analyses and meeting materials, completing follow-up, processing account activity, maintaining accurate records, and - for an appropriately registered team member - supporting or executing trades within assigned authority and supervisory procedures.
Active securities registrations and applicable life and health insurance licenses are strongly preferred. The practice will also consider an exceptional unlicensed candidate who brings relevant experience, demonstrates the ability to learn the role, and is willing and able to obtain the required registrations and licenses within an agreed timeframe. The practice is planning for a January 2027 start and will provide structured onboarding and training.
This position does not currently include employer-sponsored health insurance. The practice is willing to provide above-market compensation for an exceptional candidate.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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