We have designed FJY as a model firm –best in class technology, defined best practices, and at the center of all of our operations – the best people to do the job. We believe that each team member is truly integral to the business.
Ranked one of the Best places to work in Washington, DC
Paraplanner (Midland, TX)
The Paraplanner is a junior advisor/support position that provides technical support for all Financial Advisors as well as general office support for our Midland, TX office. The Paraplanner will be responsible for assisting Advisors with client service, greeting clients, answering incoming calls, receiving and processing investment checks, maintaining client information in CRM and Document Management software, and completing applications and forms. Additional details.