Paragon Wealth Doylestown

Paragon Wealth Management | Doylestown, PA | Full-time, in-office | paragon-wealth.com

Paragon Wealth Management is looking for a recent college graduate or early-career professional who wants to develop a broad foundation in financial services, client operations, business advisory services, and accounting.

This is a unique entry-level opportunity for someone who is organized, personable, analytical, and interested in learning how different areas of a financial services business operate.

The associate will primarily support Paragon Wealth Management with client-service requests, meeting preparation, internal reporting, workflow management, and general operations. Candidates with strong analytical skills may also have opportunities to assist with investment research, portfolio reporting, and asset-management projects. In addition, the associate will support our sister company, Paragon Accounting & Tax, with scheduling, client communication, document collection, workflow administration, and preparation of client tax packets.

We are looking for someone who:

• Communicates well and enjoys working with people.
• Is highly organized and attentive to detail.
• Can identify and solve problems without requiring constant supervision.
• Takes ownership of responsibilities and follows through.
• Is curious, analytical, and willing to learn.
• Can be trusted with confidential financial information.
• Wants an opportunity to grow rather than perform the same tasks every day.
• A bachelor’s degree in accounting, finance, business, economics, or a related field is preferred.

Depending on the associate’s performance and interests, the position may develop toward:

• Financial advising.
• Investment research and portfolio analysis.
• Bookkeeping and accounting.
• Tax planning and business consulting.
• Outsourced controller or CFO services.

Support for the CPA, CFP®, CFA, or another relevant professional credential may be available.

This is a full-time, in-office position in Doylestown. Some additional hours may be required during tax season.

To apply, please submit a résumé and a brief introduction explaining why this opportunity interests you to ricardo@paragon-wealth.com.