Hiring: Paraplanner Company: Osaic Location: Morgantown, WV Job Posted Time: 2026-09-12 11:42:02 Employment Type: Full-time Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft Office, Risk Management, Wealth Management About the job Experience: •2+ years of experience in wealth management, financial planning, banking, accounting, or financial services. Required Skills: •Gather, organize, and maintain client financial information and documentation. •Prepare retirement, insurance, education, estate, and cash flow analyses using financial planning software. •Assist in the development of comprehensive financial plans and investment recommendations for advisor review. •Prepare financial planning reports, presentations, and meeting materials. •Analyze client information and identify planning opportunities, data gaps, and items requiring advisor review. •Conduct research on planning strategies, investment products, retirement planning solutions, and risk management concepts. •Support implementation of approved planning recommendations and monitor completion of action items. •Prepare account summaries, portfolio reviews, and financial planning updates for client meetings. Qualifications: •Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. •Knowledge of financial planning concepts, investment products, retirement planning, and wealth management strategies. •Strong analytical and problem-solving skills. •Advanced proficiency in Microsoft Excel and other Microsoft Office applications. •Exceptional attention to detail and organizational skills. •Demonstrated commitment to delivering an outstanding client experience. •Demonstrated capacity to manage multiple priorities in a fast-paced environment. Compensation: •$40,000 - $55,000 / year •$40,000 - $55,000 per year + annual performance-based bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!