Paraplanner

Tulsa, OK

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Type: Direct-Hire

Experience: 0

Category: Accounting & Finance

Brand: System One

Compensation Range: 50000.00 - 75000.00

Job ID: 319385

Date Posted: 05/01/2024

Shortcut: http://jobs.systemone.com/DPjnHC


System One is assisting a Tulsa client with a search for a dedicated and detail-oriented Paraplanner to join their team.  The ideal candidate will have a strong background in business, accounting, or finance, and will be responsible for assisting financial advisors in the financial planning process.

Responsibilities:

  • Assist in the development of financial plans and strategies
  • Conduct research on financial products and market trends
  • Prepare client reports and presentations
  • Collaborate with financial advisors to understand client objectives

Qualifications:

  • Bachelor’s degree in Business, Accounting, or Finance
  • Series 65 Licensure
  • Enrolled in or completion of a CFP Education Program or current CFP certified
Salary:  $50K - $75K

 

System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, and MOUNTAIN, LTD., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.


System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.


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