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Paraplanner: Financial Planning & Scenario Modeling

Abacus Solution Group, Cockeysville, MD, United States


Abacus Solution Group in Cockeysville, Maryland, is seeking a Paraplanner to support their financial planning process. The role involves preparing and reviewing client financial plans, conducting software scenarios, and attending client meetings. Candidates should hold a Bachelor's degree in a relevant field and have 3-5 years of experience in paraplanning within the financial services industry. A Series 65 license is required, and a CFP license is preferred. Compensation ranges from $60,000 to $70,000 per year.
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