Paraplanner - Austin - UFCU

As a key member of the Investment Services team, the Paraplanner partners with Wealth Advisors and Investment Coordinators to support and strengthen member relationships. · The paraplanner leverages financial tools, analytical skills, and industry knowledge to prepare plan materi ...

As a key member of the Investment Services team,the Paraplanner partners with Wealth Advisorsand Investment Coordinators to supportand strengthen member relationships. · ...

Support and strengthen member relationships as a key member of the Investment Services team. · ...

The Paraplanner provides superior service to our financial advisors, existing clients, and prospects · The research of information from providers of financial products, promoting and assisting with the sale of financial products · Liaison between the Advisors and team members · T ...

Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning with a focus on personal life goals. · ...

Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning with a focus on personal life goals. · Dedicated to understanding each client's unique story, the team at Grace Lane collaborates to create tailored finan ...

The Client Service Associate plays a dual role supporting both exceptional client service and the financial planning process. · Series 65, Paraplanner designation, or CFP certification required. · ...

We are seeking a highly motivated and detail-oriented Financial Planning Associate/Paraplanner to join our growing team. · ...