Remote Paraplanner, Wealth Management Specialist
A growing wealth management firm is seeking a remote Paraplanner to develop clients' financial plans. The role emphasizes service excellence, precision, and effective communication. Ideal candidates will have at least 3 years of paraplanning experience, possess CFP and relevant financial licenses, and be proficient in several financial planning tools. The company offers a competitive compensation package, including bonuses and generous benefits. Join a team dedicated to client-first service in a fully remote environment.
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