Administrative Support and Financial Paraplanner

Cumbie Advisory   Fort Worth, TX   Full-time     Administration / Clerical
Posted on September 1, 2022

Administrative Support and Financial Paraplanner (FPQP®) Trainee / Financial Planner (CFP®) Trainee

Description: Cumbie Advisory Services, Inc., an Established downtown Fort Worth financial planning firm is seeking a full-time Monday - Friday onsite admin support and financial paraplanner (FPQP®trainee/financial planner (CFP®) trainee.  Don't miss out on this excellent opportunity!

Office, business, filing, phone, and reception experience is preferred.

A Bachelor’s degree and computer skills are required.

Job Type: Full-time Monday-Friday

Starting salary: $44,000.00 per year

Supplemental pay types:

  • Quarterly bonus pay

Benefits:

  • 401(k)
  • 401(k) matching
  • Employee discount
  • Paid parking
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan

Schedule:

  • Monday to Friday
  • 8:30 AM — 5:00 PM
  • National (stock markets closed) holidays

Work location: In downtown Fort Worth office in the Fort Worth Club Building 

Cumbie Advisory Services, Inc. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.