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PARAPLANNER FULL TIME

YOUR RESPONSIBILITIES WILL INCLUDE
General Responsibilities 
• Create financial plans and proposals 
• Secondary role as executive assistant 
• Run financial planning reports (MoneyGuide Pro, Performance Reporting, Net worth Statements, etc) 
• Compose memos, correspondence, agreements, and other professional documents with various levels of detail to accommodate the differing needs of management 
• Monitor discretionary models 
• Produce portfolio reviews 
• Keep FA informed of allocation variations and performance of all accounts
TO APPLY 
Please submit ALL of the following in Word or PDF files: 
1. Cover letter summarizing experience related to the position 
1. Resume 
Incomplete submissions will NOT be considered. 
Salary history and references are helpful but not required

• Location: Louisville, KY (East End) 
• Principals only. Recruiters, please don't contact this job poster. 
• Please, no phone calls about this job! 
• Please do not contact job poster about other services, products or commercial interests.

 

Wheeler Wealth Management, LLC.
306 Middletown Park Place
Suite B
Louisville, KY 40243

Eric Wheeler, CFP®
Branch Manager
Wheelerwm.com
Eric.wheeler@raymondjames.com

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Wheeler Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.