At a Glance
- Tasks: Support lead advisor by preparing financial plans and client meeting materials.
- Company: Join Jambalaya Group, a dynamic team in Portsmouth, OH.
- Benefits: Structured training, licensure support, and career growth opportunities.
- Other info: Onboarding planned for January, perfect for recent graduates!
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Two years in wealth management or related fields and a relevant degree preferred.
The predicted salary is between 25650 - 31350 £ per year.
Jambalaya Group in Portsmouth, OH, seeks a Paraplanner/Financial Planning Associate to support the lead advisor and broader advisory team. The role blends planning preparation with client service and operational support, involving data gathering, report preparation, and meeting material creation.
Two or more years in wealth management or related fields plus a relevant degree are preferred; licensure or licensing path support is offered, with onboarding and structured training planned for January.
Financial Planning Associate - Paraplanner, Onsite Growth in Portsmouth employer: Jambalaya Group
Columbia Threadneedle Investments is an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation within the Alternatives & Responsible Investment legal team. Employees benefit from a strong focus on professional development, with ample opportunities for growth and mentorship, all while working in a vibrant EMEA location that champions diversity and inclusion.
