Senior Paraplanner & Financial Planning Advisor Support

Desert Financial Credit Union; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Desert Financial Credit Union in Phoenix is seeking a Paraplanner to support financial advisors by gathering client information, researching investments, and preparing comprehensive financial plans for client review.

The role includes preparing documents, reports, and presentations, ensuring accuracy and regulatory compliance while maintaining client data securely and coordinating meetings with advisors.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field; or equivalent combination of education and experience.

Responsibilities

• Collaborate with financial advisors to gather client information and assess financial goals, risk tolerance, and investment preferences.

Skills

Financial analysis

Regulatory compliance

Effective communication

Time management

Analytical skills

Research

Education

Bachelor's degree in Finance, Economics, Business or related field

CFP

FPQP

Series 7

Series 66

Tools

Financial planning software

Job description

Desert Financial Credit Union in Phoenix is seeking a Paraplanner to support financial advisors by gathering client information, researching investments, and preparing comprehensive financial plans for client review.

The role includes preparing documents, reports, and presentations, ensuring accuracy and regulatory compliance while maintaining client data securely and coordinating meetings with advisors.