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Exceed Wealth & Retirement Group

Senior Paraplanner: Retirement & Wealth Planning Expert

Exceed Wealth & Retirement Group, Sacramento, California, United States, 95828

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A financial advisory firm is seeking an experienced Financial Paraplanner to support two Financial Advisors in delivering comprehensive retirement planning and individual wealth management. This is a full-time, in-office position where the paraplanner will conduct investment analysis, prepare financial plans, and collaborate with the team. Qualified candidates should have a Bachelor's degree and at least 5 years of experience in paraplanning. Opportunities for growth within the firm are available. #J-18808-Ljbffr