About this role
Paraplanner at Desert Financial Credit Union. Location: Phoenix, Arizona, United States. Role: gather information, prepare plans, analyze data Requirements: Bachelor's degree in Finance/Economics/Business; 5+ years financial services; 3+ years paraplanning/advisor support; proficient in financial planning software; CFP/FPQP/Series 7/Series 66 preferred. Category: Finance and Accounting Seniority: Mid Level Tools: financial planning software Certifications: cfp, fpqp, series 7 – general securities representative, series 66 – uniform combined state law Commitment: Full Time Workplace: Onsite Languages: English