Paraplanner Growth Role — Boutique Finance Team

A growing financial advisory firm is looking for a Paraplanner to join their team in Lafayette, CA. This full-time in-office position requires candidates to have Series 7 and 66 licenses and 1-2 years of paraplanning experience. The role includes responsibilities like client meeting preparation, financial planning support, and administrative tasks. The ideal candidate should possess strong MS Office skills and a desire to grow within the firm, with benefits including a 401(k) match and health insurance reimbursement. #J-18808-Ljbffr