Paraplanner

Paraplanner at Ultimate Staffing Services Paraplanner at Ultimate Staffing Services in San Diego, California Posted in 10 days ago. $69,000.00 - $85,000.00 per year

Job Description:

Bachelor's degree in Finance, Economics, or a related field Proficiency with financial planning and CRM platform FINRA Series 65 License and/or FINRA SIE, Series 7 and 66 licenses Background in client-facing financial services roles Support advisors in the preparation and execution of financial plan Financial planning scenarios and analysis using planning software All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.