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JCW Group

Junior Wealth Planner

Pay: Not specified
Posted: 4 weeks ago
Location: Braddock, PA (Onsite)
Last Updated: 3 weeks ago
Hours: Full-Time
Expires: 11/19/2026

Job Description

Junior Wealth Planner at JCW Group Junior Wealth Planner at JCW Group in Braddock, Pennsylvania Posted in 10 days ago.

Type:

full-time Please closely read the job requirements before applying. Thanks! A Pittsburgh-based RIA has retained us to help them fill a new Paraplanner (Junior Wealth Planner), onsite three days a week in the South Hills. This is a smaller RIA which has been around for several decades and is expanding their advisory team.

Candidates must have:

2+ years of experience in Wealth Management planning/advisory Either have or be working toward an active securities/financial planning license (Series 65, Series 66, CFP, or equivalent) Proficiency with financial planning software and CRM tools If you're interested and meet the above qualifications, email Sean at sean.salamon@jcwgroup.com, attaching your resume. Thanks!

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