Paraplanner Administrator

Work independently to assist in the daily business operations. To assist financial advisors in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

The role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.

Experience preferred, but is not required. Will train the right candidate.

If interested, please send a cover letter and resume to This email address is being protected from spambots. You need JavaScript enabled to view it.

Contact Us

Phone: 716-662-4361
Toll Free: 800-724-8415
Fax: 716-662-5509
Email: info@moldenhauerassociates.com

6195 West Quaker Street
Orchard Park, NY 14127

Charleston Office:
1399 Madison Court
Mount Pleasant, SC 29466
Phone: 843-972-2551
Toll Free: 800-724-8415
Fax: 716-662-5509

Map & Directions

Disclaimer

Securities and advisor services offered through Commonwealth Financial Network, Member FINRA / SIPC, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of AZ, DE, NY, CA, CO, DC, FL, GA, MD, MA, MI, MN, MO, NC, OH, SC, TX, TN, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.