6 Meridian is growing, and as a result, we are excited to announce the addition of a new Paraplanning division on our team.
“As our company continues to grow and develop more complex client relationships, it has become necessary to evaluate our client experience model from top to bottom,” shares Amanda Maier, Director of Wealth Advisory Services. “The new Paraplanner division will provide support to our Financial Advisor team, enabling advisors to collaborate more effectively with clients, enhancing the overall value of their interactions. This expansion is especially exciting because it will increase our efficiency while also creating a career pathway for future advisors on our team.”
This role offers valuable exposure to comprehensive financial planning, including extensive use of financial planning software and performance reporting. 6 Meridian also provides support for employees to acquire industry licensing and certifications.
We are looking for candidates with experience in financial services, brokerage, banking, or related fields. Recent finance graduates are also encouraged to apply. This role provides a career path for advancement within paraplanning or progression to wealth advisor roles.
For more details on this career opportunity and the benefits we offer, check out the full job description.
