Paraplanner Sales Jobs

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  • Paraplanner / Associate Wealth Management AdvisorNorthwestern Mutual(St. Paul, Minnesota)

    Job Description ‐ Paraplanner / Associate Wealth Management Advisor A Team of Northwestern Mutual Wealth Management Advisors are looking for a licensed (FINRA Series 7, 66) Paraplanner with investment, financial planning and insurance experience. JOB SUMMARY The Paraplanner / Sales Assistant will support the firm in all aspects of the financial planning and investment process. This will include th...
    Full job description at Monster

    Posted Mon 14th April

  • Client Services Assistant (Investments And Insurance) Salaried Position (no Sales)(Denver, Colorado)

    Client Services Assistant (Investments and Insurance) We are looking to fill a Client Services Assistant position in our Denver area branch office. We are a Broker/Dealer branch office, with over 30 years of highly successful business. This is a full-time, salaried position, with benefits and bonus structure. Experience in the investment and/or life insurance field, required. Experience in retirem...
    Full job description at Monster

    Posted Mon 7th April

  • Financial Planning Coordinator(Philadelphia, Pennsylvania)

    Financial Planning Coordinator We are seeking a talented full-time financial planning coordinator to help one of our principals serve our clients in our growing firm. This position plays an integral role in the firm’s operation and future growth. In this critical role, you will: 1. Develop and/or present financial planning recommendations and/or alternatives under the principal’s guidance. 2. Prep...
    Full job description at Monster

    Posted Thu 6th March

Paraplanner Job Search Tip

The sales industry can be very competitive depending on whether the salespeople are working on commission or salary. Sales representatives are a staple in every industry, as businesses need people to push their products into the hands of consumers, reinforcing the positive sides of products and downplaying their negative aspects. Some sales agents who work in large corporations or with complex products may need a college degree to qualify and meet the employer's needs. Some sales positions may be on the decline due to the advancement of product ordering online and other automated options for ordering and product fulfillment.

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