Paraplanner / Jr Advisor

HR Pipeline, LLC; Baton Rouge (LA); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services company in Baton Rouge is seeking an Associate for a planning support role. The position is non-client facing and requires a solid understanding of financial concepts. Experience with platforms like eMoney Advisor and MoneyGuide Pro is a plus. The salary range is $40,000 to $55,000, with additional annual bonus opportunities.

Qualifications

• Solid understanding of financial concepts.
• Experience with financial planning software platforms is a plus.

Responsibilities

• Provide planning support to financial planners/advisors.
• Assist with planning tasks and analyses using financial planning software.

Skills

Solid understanding of financial concepts

Experience with financial planning software

Tools

eMoney Advisor

MoneyGuide Pro

NaviPlan

RightCapital

Job description

Overview

We’re currently looking for professionals with experience supporting financial advisors/planners. This would be a planning support, non-client facing position.

Should have a solid understanding of financial concepts. Experience with financial planning software platforms like eMoney Advisor, MoneyGuide Pro, NaviPlan, RightCapital would be a plus.

Responsibilities

• Provide planning support to financial planners/advisors (non-client facing).
• Assist with planning tasks and analyses using standard financial planning concepts and software.

Qualifications

• Solid understanding of financial concepts.
• Experience with financial planning software platforms such as eMoney Advisor, MoneyGuide Pro, NaviPlan, RightCapital is a plus.

Compensation

Base pay range: $40,000.00/yr - $55,000.00/yr

Base + annual bonus opportunity.

Employment details

• Location: Baton Rouge, LA
• Seniority level: Associate
• Employment type: Full-time