Paraplanner: Financial Planning & Client Solutions

A financial advisory firm is seeking a Paraplanner to support financial advisors in daily operations. The role involves preparing financial plans, managing client relationships, and ensuring compliance with regulations. The successful candidate will possess a college degree, have at least 2 years of experience, and demonstrate strong attention to detail and communication skills. This position offers an opportunity to grow in a friendly, fast-paced environment. #J-18808-Ljbffr