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Job Title: Part-time Paraplanner (Student Worker / Summer Intern / Tax Intern)


Manhattan, KS

Travel Required:


Applications Accepted by:

Justin Nichols
512 Poyntz Ave Ste 120
Manhattan, KS 66502

Job Description:


CGN Advisors is an independent, fee-only financial planning and investment management firm headquartered in Manhattan, KS with offices located around the country.  

Role and Responsibilities

  • Account processing including opening investment accounts, facilitating cash needs, assisting clients with technology, and ongoing account administration
  • Input data into financial planning software and help advisors with planning analysis
  • Link software and help manage client account links
  • Prepare client deliverables as needed
  • Assist Enrolled Agent with tax return preparation (tax intern)
  • Organize and file client tax information (tax intern)
  • Assist in imputing information into tax software (tax intern)

Qualifications and Education Requirements

  • Enrolled in Personal Financial Planning Program, Accounting, or Business program

Compensation & benefits

  • Compensation range expected to be between $12-$14/hr to start with possible pay increases after the first semester (if applicable)
  • Smart casual, team focused work environment.