Paraplanner / Entry Level Financial Advisor

McMullen Financial Group • Full-time • Pittsburgh, Pennsylvania, United States • from $100k / year • 1m ago

As a Paraplanner / Entry Level Financial Advisor you will find this is an incredible opportunity for candidates with little or no experience who are looking to build a rewarding career in the financial services industry. You will receive comprehensive training and support to help you succeed in advising clients on their financial needs as you grow within the field.

We are seeking motivated and enthusiastic individuals for this position.

What you can expect:

Daily training and development opportunities

Uncapped earnings potential

Mentorship and career growth

Ability to make an impact daily through your work

In office work environment

To get started please submit a resume for review and we will reach out to you with the next steps.

Thanks,

Recruiting Team at MFG

Responsibilities include

- Assist Senior Advisor with generating new client appointments

- Accompany Senior Advisor on client meetings

- Take diligent notes in client and prospective client meetings

- Work with Senior Advisor to build and design comprehensive financial plans

- Assist Senior Advisor with client review meetings

- Paraplanner is eligible for advancement within organization after mastering specific tasks and skills

Job Requirements:

- Bachelor's Degree in Finance or industry-related field.

Seeking for upcoming 2025 May graduates, current 2024 Grads, and Alumni.

- Must be U.S citizen or permanent resident. No Visa Sponsorship Available.

- Must be able to work at office location 5 days per week.

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