Paraplanner for Mission Financial Planners, LLC

Kestra Financial Independent AdvisorSan Antonio, Texas🇺🇸United StatesPosted Dec 4, 2025

Why This Role Stands Out

This role at Mission Financial Planners offers a fantastic opportunity to deepen your financial planning expertise and contribute to client success within a reputable firm. You'll thrive here if you possess strong analytical skills and a passion for developing tailored financial strategies. Apply now to grow your career in a supportive environment!

Quick Overview

Seniority

Mid Senior

Employment type

Full Time

Work mode

On Site

Location

San Antonio, Texas, United States

Posted

10 months ago

Job Description

As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.

Key Responsibilities:

Assist in the preparation, analysis, and presentation of financial plans for clients.
Conduct in-depth research on financial products, investment strategies, and planning techniques.
Support the Financial Advisors in developing and maintaining client relationships.
Gather client data, calculate financial metrics, and develop financial scenarios.
Prepare and organize meeting materials and documentation.
Stay current with financial regulations, market trends, and industry best practices.

Bachelor’s degree
At least 2-4 years of experience in financial planning or related support roles.
Knowledge of financial planning software; familiarity with eMoney is a plus.
Strong analytical and problem-solving skills, with attention to detail.
Excellent communication skills, both written and verbal.
Ability to thrive in a fast-paced environment and manage multiple priorities.
CFP designation or progress toward certification is preferred.