Paraplanner/Jr Advisor

H Cap Connect • Avon, OH

16d • Onsite

About The Position

This is an excellent opportunity for someone early in their career who wants to build a long-term path in financial planning. A collaborative, client-centered financial services firm based in the Avon, Ohio area focused on delivering personalized financial strategies. The team works closely together to provide thoughtful guidance across investments, retirement planning, and insurance. Their approach is proactive, detail-oriented, and built around helping clients make meaningful progress toward their financial goals.

Requirements

• Bachelor’s degree (Financial Planning, Finance, or related field preferred)
• Strong attention to detail and analytical mindset
• Solid math skills and comfort working with data
• Clear and professional communication skills
• Ability to learn quickly and operate within a team environment
• Interest in pursuing a long-term career in wealth management

Nice To Haves

• Series 7 and 66 will be required

Responsibilities

• Apply the fundamentals of financial planning
• Assist in building and updating financial plans.
• Support investment research, portfolio analysis, and strategy development
• Monitor client accounts for compliance, updates, and required documentation
• Provide analytical and operational support to the advisory team

Benefits

• Competitive compensation based on experience and licensing progress

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level