Paraplanner

Employee Type: Direct Hire
Experience: Financial Planning
Location: Houston, TX
Job Reference #: 49-102267MG
Salary: $45-55K
Company Industry: Wealth Management
Job Title: Paraplanner

Position Summary


Impact the 2018 goals of this entrepreneurial wealth management firm located in central Houston. They are seeking a Paraplanner to support the Financial Advisory team with financial strategies for their clients. Your skills will be highly instrumental in their projected growth.

Responsibilities for Paraplanner


*	Attend and handle the scheduling and coordination of clients meetings 
*	Create financial planning reports and deliverables  
*	Manage action items of clients’ financial plans
*	Manage the research and analysis of financial products 

Qualifications for Paraplanner


•	Bachelor’s degree, preferably with a concentration in business, economics or financial planning
•	A passion to help clients achieve their goals

Compensation & Benefits for Paraplanner


•	Salary : $45-55K
•	Benefits : Full time, permanent employees are eligible for:
	o	Paid holidays, vacation, and personal time off
	o	Medical, dental, and vision insurance
	o	Short and Long Term Disability
	o	Life Insurance
	o	401(k) retirement plans

Position Type for Paraplanner


Direct Hire

If you have questions concerning this position, please contact  Molly Gutierrez.
Thank you for choosing Burnett Specialists.    Equal Opportunity Employer M/F/D/V

Meet your Recruiter


Molly Gutierrez
Sr. Recruiter - Accounting, Finance & Supply Chain
Pairing great companies with great accounting, finance and supply chain professionals in Houston and around Texas!
Company Name:   Burnett Specialists