Job Description

 


Paraplanner


Servitium Wealth Management | Full-Time


 


Servitium Wealth Management is seeking a Paraplanner to join a growing, client-focused advisory practice.
This role is designed for someone with foundational industry experience who can step in quickly, support advisors, and deliver a high-quality client experience.


The ideal candidate brings prior exposure to wealth management workflows and is looking to grow within a practice—progressing in responsibility, developing technical skills, and potentially moving toward an advisory path over time.




About the Practice
Servitium Wealth Management is a collaborative and client-centric advisory team focused on delivering thoughtful, relationship-driven financial guidance.


The culture is:



  • Team-oriented and supportive

  • Client-focused with...

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