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Associate Advisor / Paraplanner
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- Core Wealth Management, a boutique financial planning and investment firm located in Centennial, CO, is seeking an Associate Advisor / Paraplanner to join our team.
- Our clients are primarily high net worth individuals and families with 10% from the LGBTQ community.
- This is mainly an in-office position, but there is some flexibility on partial remote work
- Data input and analysis in eMoney Financial Planning software
- Assist in the maintenance of the firm document management system and CRM - Wealthbox
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