Paraplanner
Desert Financial Credit UnionPhoenix, Arizona, United States
Posted April 8, 2026
Full Time
About the Company
Desert Financial Credit Union, founded in 1938 by 15 educators with a modest $78.75, has grown into Arizona’s largest locally‑based credit union, serving over 450,000 members. The organization offers a full suite of financial products—including banking, investing, insurance, and community services—while prioritizing the economic vitality of the communities it serves. Its mission centers on strengthening local economies and workforces through tailored financial solutions and member‑first principles. As a federally insured institution that champions equal housing opportunity, Desert Financial blends deep local roots with a commitment to inclusive, member‑centric service.
Job Description
The Paraplanner provides educational and consultative financial planning strategies to financial advisors, collaborates with advisors to gather client information, and conducts research for the creation, analysis, and recommendation of financial plans.
Requirements
- Bachelor's degree in Finance, Economics, Business, or related field
- 5+ years of Financial Services experience
- 3+ years of financial planning, paraplanning, and/or advisor support experience
- Proficient in financial planning software
- Project prioritization and time management skills
- Strong communication skills, verbal and written
- Strong follow-through, organized, detail oriented, resourceful, and proactive
- Strong analytical skills with the ability to interpret complex financial information
- Understanding of regulatory compliance within the financial services sector
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
