Administrative Support and Financial Paraplanner
Administrative Support and Financial Paraplanner (FPQP®) Trainee / Financial Planner (CFP®) Trainee
Description: Cumbie Advisory Services, Inc., an Established downtown Fort Worth financial planning firm is seeking a full-time Monday - Friday onsite admin support and financial paraplanner (FPQP®) trainee/financial planner (CFP®) trainee. Don't miss out on this excellent opportunity!
Office, business, filing, phone, and reception experience is preferred.
A Bachelor’s degree and computer skills are required.
Job Type: Full-time Monday-Friday
Starting salary: $44,000.00 per year
Supplemental pay types:
- Quarterly bonus pay
Benefits:
- 401(k)
- 401(k) matching
- Employee discount
- Paid parking
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Schedule:
- Monday to Friday
- 8:30 AM — 5:00 PM
- National (stock markets closed) holidays
Work location: In downtown Fort Worth office in the Fort Worth Club Building
Cumbie Advisory Services, Inc. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.