Hybrid Paraplanner for Financial Planning & Reports

Prosperous Financial is seeking a detail-oriented Paraplanner to join our Planning team. You will work closely with our Financial Planners to prepare tailored financial plans for Private & Premier clients, producing accurate, insightful reports and supporting client service improvements.

The ideal candidate holds a QFA, with CFP desired, and strong knowledge of financial services. Excellent communication and teamwork are essential; knowledge of Voyant is a plus.