Hybrid Paraplanner for Wealth Planning Growth Dallas

Posted 2 days ago

jambalaya groupFort Worth (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Wisdom Wealth Management in Dallas, TX is seeking an experienced Paraplanner to support our advisory team in delivering comprehensive financial planning. This hybrid position combines in-office collaboration with remote work flexibility, serving clients across multiple states. The ideal candidate will hold Series 7 and Series 66 licenses, have a strong foundation in financial planning concepts, and demonstrate exceptional organization, communication, and attention to detail while supporting #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.