Destava

Paraplanner

Osaic is hiring for Paraplanner in Morgantown. On-site, Junior level, $40k–$55k a year stated. First seen November 13, 2026; open as of November 14, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Osaic
Where
Morgantown
Arrangement
On-site
Level
Junior
Pay stated
$40k–$55k a year
First seen
November 13, 2026
Listed via
Workday

What the posting says

This role plays a key part in delivering an exceptional client experience by ensuring accurate financial data, well-prepared planning recommendations, and timely follow-up on client needs. The Paraplanner works closely with advisors and operations staff to support the financial planning process from data gathering through implementation. Responsibilities: - Gather, organize, and maintain client financial information and documentation. - Prepare retirement, insurance, education, estate, and cash flow analyses using financial planning software. - Assist in the development of comprehensive…

Read more and apply on Osaic's site

This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.