Paragon Wealth Management

2 jobs near Columbus, OH

Client Operations Associate

Doylestown, PA • On-site

Paragon Wealth Management
Finance and Insurance • 1 - 10 employees

Other

Posted 3 days ago

New


Job description

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. 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.