Emerging Paraplanner: Financial Planning & Client Prep

A local wealth management firm is seeking a Paraplanner to support financial planning and client service. The role includes gathering client data, preparing materials for meetings, and conducting data analysis for financial plans. This position is perfect for someone early in their financial services career who excels in an organized, collaborative environment. It offers the chance to learn and grow within the financial planning profession. #J-18808-Ljbffr