layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
Loading LAYIQ…
- Employment
- full time
Employer job description
From Osaic's posting. “We” and “our” refer to the employer.
Current Employees and Contractors Apply Here
Osaic Careers
Paraplanner
- Location(s): 35 Cherry Hill Rd., Morgantown, WV 26508
- Role Type: Full-time
- Salary: $40,000 - $55,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits .
Summary:
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.