Paraplanner
$22/hr
Backed by experienced financial planning leadership and affiliated with Cambridge Investment Research as a majority owner, Spire positions itself as an extension of an advisor's team, delivering high ...
Cambridge Investment Research
50 jobs near Columbus, OH
Paraplanner
$22/hr
Backed by experienced financial planning leadership and affiliated with Cambridge Investment Research as a majority owner, Spire positions itself as an extension of an advisor's team, delivering high ...
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing ...
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing ...
Client Solutions Consultant
Phoenix, AZ · On-site
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing ...
Client Solutions Consultant
Phoenix, AZ · On-site
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing ...
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing ...
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing ...
Senior Product Owner (Data Strategy)
Phoenix, AZ · On-site
$105K - $120K/yr
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is looking for a Senior Product Owner that will be accountable for product outcomes for the Data Strategy Product, a ...
Senior Product Owner (Data Strategy)
Phoenix, AZ · On-site
$105K - $120K/yr
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is looking for a Senior Product Owner that will be accountable for product outcomes for the Data Strategy Product, a ...
Senior Product Owner (Data Strategy)
$105K - $120K/yr
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is looking for a Senior Product Owner that will be accountable for product outcomes for the Data Strategy Product, a ...
Senior Product Owner (Data Strategy)
$105K - $120K/yr
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is looking for a Senior Product Owner that will be accountable for product outcomes for the Data Strategy Product, a ...
Senior Product Owner (Data Strategy)
Phoenix, AZ · On-site
$105K - $120K/yr
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is looking for a Senior Product Owner that will be accountable for product outcomes for the Data Strategy Product, a ...
Senior Product Owner (Data Strategy)
Phoenix, AZ · On-site
$105K - $120K/yr
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is looking for a Senior Product Owner that will be accountable for product outcomes for the Data Strategy Product, a ...
Senior Product Owner (Data Strategy)
$105K - $120K/yr
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is looking for a Senior Product Owner that will be accountable for product outcomes for the Data Strategy Product, a ...
Senior Product Owner (Data Strategy)
$105K - $120K/yr
Job Summary Key Deliverables and Responsibilities Cambridge Investment Research is looking for a Senior Product Owner that will be accountable for product outcomes for the Data Strategy Product, a ...
Corporate Events Planner
Fairfield, IA · Hybrid
$70K/yr
Support future event strategies by researching trends and incorporating innovative ideas ... of investment solutions with no proprietary products. For further information about Cambridge ...
Corporate Events Planner
Fairfield, IA · Hybrid
$70K/yr
Support future event strategies by researching trends and incorporating innovative ideas ... of investment solutions with no proprietary products. For further information about Cambridge ...
Corporate Events Planner
Phoenix, AZ · On-site
$70K/yr
Support future event strategies by researching trends and incorporating innovative ideas ... of investment solutions with no proprietary products. For further information about Cambridge ...
Corporate Events Planner
Phoenix, AZ · On-site
$70K/yr
Support future event strategies by researching trends and incorporating innovative ideas ... of investment solutions with no proprietary products. For further information about Cambridge ...
Corporate Events Planner
Phoenix, AZ · Hybrid
$70K/yr
Support future event strategies by researching trends and incorporating innovative ideas ... of investment solutions with no proprietary products. For further information about Cambridge ...
Corporate Events Planner
Phoenix, AZ · Hybrid
$70K/yr
Support future event strategies by researching trends and incorporating innovative ideas ... of investment solutions with no proprietary products. For further information about Cambridge ...
Client Resolution Analyst
Fairfield, IA · Hybrid
$55K - $65K/yr
... and Cambridge staff * Assist Regulatory Affairs in researching FINRA inquiries and maintain ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Client Resolution Analyst
Fairfield, IA · Hybrid
$55K - $65K/yr
... and Cambridge staff * Assist Regulatory Affairs in researching FINRA inquiries and maintain ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Service Experience Specialist (Client Line)
Fairfield, IA · On-site
$18 - $20/hr
Responsibilities include researching and resolving inquiries, communicating operational and ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Service Experience Specialist (Client Line)
Fairfield, IA · On-site
$18 - $20/hr
Responsibilities include researching and resolving inquiries, communicating operational and ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Client Resolution Analyst
Phoenix, AZ · Hybrid
$55K - $65K/yr
... and Cambridge staff * Assist Regulatory Affairs in researching FINRA inquiries and maintain ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Client Resolution Analyst
Phoenix, AZ · Hybrid
$55K - $65K/yr
... and Cambridge staff * Assist Regulatory Affairs in researching FINRA inquiries and maintain ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Service Experience Specialist (Client Line)
Fairfield, IA · Hybrid
$18 - $20/hr
Responsibilities include researching and resolving inquiries, communicating operational and ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Service Experience Specialist (Client Line)
Fairfield, IA · Hybrid
$18 - $20/hr
Responsibilities include researching and resolving inquiries, communicating operational and ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Service Experience Specialist (Client Line)
Phoenix, AZ · Hybrid
$18 - $20/hr
Responsibilities include researching and resolving inquiries, communicating operational and ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Service Experience Specialist (Client Line)
Phoenix, AZ · Hybrid
$18 - $20/hr
Responsibilities include researching and resolving inquiries, communicating operational and ... investment solutions with no proprietary products. At Cambridge, we are committed to building a ...
Senior Vice President, Business Development (BridgePort)
Phoenix, AZ · On-site +1
$150K - $200K/yr
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
Senior Vice President, Business Development (BridgePort)
Phoenix, AZ · On-site +1
$150K - $200K/yr
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
Manager, Human Resources
Phoenix, AZ · Hybrid
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
Manager, Human Resources
Phoenix, AZ · Hybrid
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
Adobe Experience Developer
Phoenix, AZ · Hybrid
$130K - $145K/yr
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
Adobe Experience Developer
Phoenix, AZ · Hybrid
$130K - $145K/yr
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
VP, Strategic Acquisitions
Fairfield, IA · On-site +1
$130K - $170K/yr
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
VP, Strategic Acquisitions
Fairfield, IA · On-site +1
$130K - $170K/yr
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
Job description
Job Summary
Key Deliverables and Responsibilities
Spire Outsourcing is a financial services support firm that specializes in outsourced financial plan construction for financial advisors. The company helps advisors save time by handling behind-the-scenes planning work such as data analysis and comprehensive plan development. Backed by experienced financial planning leadership and affiliated with Cambridge Investment Research as a majority owner, Spire positions itself as an extension of an advisor's team, delivering high-quality, compliant financial plans efficiently and securely.
We're seeking a detail-oriented Paraplanner to support financial advisors by preparing financial plans, conducting research, and ensuring accurate, compliant client documentation. This is a part-time, fully remote role ideal for someone who enjoys analytical work and collaboration in a fast-paced financial planning environment.
What You'll Do
What We Are Looking For
What We're Looking For
Why Join Us
Key Deliverables and Responsibilities
Spire Outsourcing is a financial services support firm that specializes in outsourced financial plan construction for financial advisors. The company helps advisors save time by handling behind-the-scenes planning work such as data analysis and comprehensive plan development. Backed by experienced financial planning leadership and affiliated with Cambridge Investment Research as a majority owner, Spire positions itself as an extension of an advisor's team, delivering high-quality, compliant financial plans efficiently and securely.
We're seeking a detail-oriented Paraplanner to support financial advisors by preparing financial plans, conducting research, and ensuring accurate, compliant client documentation. This is a part-time, fully remote role ideal for someone who enjoys analytical work and collaboration in a fast-paced financial planning environment.
What You'll Do
- Prepare and support comprehensive financial plans and client recommendations
- Analyze client data (income, assets, liabilities, cash flow)
- Research investment, retirement, and insurance products
- Prepare meeting materials, reports, and supporting documentation
- Maintain accurate client records and assist with account updates and paperwork
- Collaborate closely with financial advisors on ongoing plan reviews
What We Are Looking For
What We're Looking For
- 2+ years of experience in financial planning, wealth management, or related field
- Strong analytical, organizational, and communication skills
- Proficiency with spreadsheets and financial planning software
- Ability to work independently in a remote environment
- CFP® preferred but not required
Why Join Us
- Hourly Rate: $22/hour
- 100% remote flexibility
- Meaningful role supporting client financial success
- Collaborative, high-service professional environment