Abundance Wealth Advisors (www.abundancewealthadvisors.com) and CUI Wealth Management (www.cuiwealth.com) are two independent wealth advising firms committed to positively changing the financial industry. We aim to deliver best-in-class services, strive to leave a significant positive impact on our clients' lives, and give back to the communities we serve.
As independent advisors, we have the freedom to design our client experience using the best resources in the industry and without the typical constraints of many other firms. Our advisors act as fiduciaries for their clients and put client needs ahead of their own.
We believe in addressing needs holistically and engaging clients with a team supported by modern technology. Our goal is to help clients implement financial strategies which best support their life ambitions. For our employer-sponsored retirement plan clients, we navigate the world of 401(k), executive bonus, and personal owner retirement plans so businesses can focus on their most important asset – their people.
Our firms strive for integrity, mutual respect, and authenticity. We strive to provide a supportive work environment where everyone can be themselves and have the flexibility needed to fulfill the roles of their personal lives. We invest in the professional development of our staff and want our staff to have a fulfilling career of meaningful work. We want every team member to have the tools and support needed to thrive in their professional and personal lives.
We believe that true wealth is about more than just money. We empower our clients to explore what is possible when they have the right financial advisor. Our process allows us to take the time to get to know our clients and go beyond their balance sheet to discover what matters to them.
We work tirelessly to bring our clients the best resources the industry can provide to deliver impact in their lives. Our services include comprehensive financial planning, crafting personalized investment solutions, providing ongoing employer-sponsored retirement plan advice for businesses, and often just being there to help our clients navigate an increasingly complex world.
We continually improve our processes and strive to go beyond the expectations most clients have of their wealth management team. We believe authenticity must accompany diligence to provide the highest level of service and a framework of trust with our clients.
The Paraplanner is one of four core members of each advising team. This position offers training and significant advancement opportunities. The career path is flexible, shaped by skills, aptitudes, passions, and desires. Career path opportunities range from advancement within advising teams or a move towards an operations specialty.
The Paraplanner is instrumental in implementing and overseeing many daily activities that provide value to clients. These activities include a blend of external and internal responsibilities, actively engaged with the populations we serve, and working closely with the advising operations teams.
This role is partially remote split between Abundance Wealth Advisors and CUI Wealth Management. The opportunity to work fully remote is also available for candidates located away from our office locations or if the Paraplanner prefers to be following initial training.
*All candidates must complete financial industry screening requirements before a formal employment offer can be extended, including a background check and fingerprints.
Starting base salary is $50,000-$60,000, depending on skills and experience.
Submit your resume to firstname.lastname@example.org.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. [WFS], member FINRA/SIPC. Insurance offered through CUI Wealth Management & Abundance Wealth Advisors. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.