Description Paraplanner Financial Advisor ~ Washington, D.C. area Financial Services $90k, plus great benefits, growing company! My client is well established financial services company located in the Washington, D.C. area. with a need for a Paraplanner Financial Advisor to join their experienced team! The Paraplanner will help clients achieve their financial goals through assessing their needs and providing appropriate financial product solutions. The Paraplanner Financial Advisor will be responsible for growing an existing book of business and have the following duties: · Assisting the Senior Financial Planner with daily operations · Building customer relationships and servicing accounts · Guiding clients through the financial planning process · Provide advice on investment strategies and annual objectives · Stay update to date on current market changes and products changes · Maintain compliance with all regulatory laws · Conduct research in preparation of client meetings Requirements: 2 + years’ experience BS/BA degree Have an active Series 6, 63, or 65 Active Life and Health Insurance licenses is a plus Experience in banking/financial services is highly preferred Interested candidates in this Paraplanner Financial Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn. Requirements • Minimum of 2 years of experience in financial planning or a related field. • Bachelor's degree in finance, accounting, or a related discipline. • Active Series 6 and Series 63 licenses are required; Series 65 is preferred. • Life and Health Insurance licenses are highly desirable. • Familiarity with banking or financial services is strongly preferred. • Proficiency in tools such as QuickBooks and experience with accounts receivable and invoice processing. • Strong data entry skills and attention to detail. • Ability to prepare and execute annual financial plans effectively. Requirements: 2 + years’ experience BS/BA degree Have an active Series 6, 63, or 65 Active Life and Health Insurance licenses is a plus Experience in banking/financial services is highly preferred Interested candidates in this Paraplanner Financial Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .