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Jambalaya Group
Seattle, WA, US
Source: Jambalaya Group careers · View original posting
From Jambalaya Group's posting. “We” and “our” refer to the employer.
Paraplanner
Paragon Wealth Advisors | Seattle, WA | In-Office
Support advisors and clients through meaningful financial planning and exceptional execution.
Paragon Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking an experienced, detail-oriented, and licensed Paraplanner to join our team. This position is an important part of the financial planning process and is responsible for supporting advisors through client meetings, transactions, documentation, and follow-up.
The ideal candidate has strong financial services experience, understands the importance of accuracy and follow-through, and can step into the role with a solid foundation of industry knowledge.
We are specifically looking for someone who is already licensed and experienced in a financial planning or wealth management environment. This is an opportunity to join a team where you can contribute immediately while continuing to deepen your knowledge of the practice, its clients, and its planning processes.
Success in this role means becoming a reliable and knowledgeable partner to the advisors and a consistent resource in the client experience. You will develop a strong understanding of the practice's clients, processes, systems, and service standards while taking ownership of the details that keep client work moving forward.
The successful candidate will be able to manage transactions accurately, capture and communicate important information from client meetings, follow through on outstanding items, and anticipate what needs to happen next.
This is an opportunity for an experienced financial services professional who is ready to contribute immediately and become an integral part of a growing financial planning team.
Equal Opportunity Employer
Background Check
Employment with Paragon Wealth Advisors is contingent upon the successful completion of a background check.
Compensation
Compensation: $82,000-$95,000, exempt, annually, based on experience, licensing, and qualifications.
Paragon Wealth Advisors is an equal opportunity employer and welcomes qualified candidates from all backgrounds.
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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