Wealth Planning Paraplanner: Grow with Client Impact

Bluespring Wealth Partners; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Training and development opportunities

Job summary

Bluespring Wealth Partners in Pittsburgh is seeking a Financial Planning Associate responsible for supporting advisory teams and managing client relationships. The role involves conducting financial analysis, preparing reports, and ensuring client assets are accurately tracked.

The ideal candidate will have a Bachelor's degree in a business-related major, along with 2+ years in the financial services industry. The company offers competitive pay, benefits, and opportunities for professional growth.

Qualifications

• 2+ years of experience in the financial services industry.
• Proficiency with Microsoft Office Suite, especially Excel.
• Willingness to pursue FPQP® or CFP® designation.

Responsibilities

• Collect, organize, and analyze financial data.
• Review financial planning reports and draw conclusions.
• Evaluate planning scenarios to improve client outcomes.
• Prepare personal net worth statements and financial summaries.
• Conduct risk assessment analysis.
• Create reports for client meetings.

Skills

Financial analysis

Interpersonal communication

Attention to detail

Time management

Education

Bachelor’s degree in a business-related major

Tools

Microsoft Excel

Money Guide Pro

eMoney

Job description

Bluespring Wealth Partners in Pittsburgh is seeking a Financial Planning Associate responsible for supporting advisory teams and managing client relationships. The role involves conducting financial analysis, preparing reports, and ensuring client assets are accurately tracked.

The ideal candidate will have a Bachelor's degree in a business-related major, along with 2+ years in the financial services industry. The company offers competitive pay, benefits, and opportunities for professional growth.