Paraplanner to Financial Planner - Growth Path
JCW Group
JCW Group in Seattle is seeking a Paraplanner to support its growing financial planning practice and advisory team. This role blends technical planning with client service and operations, providing hands-on exposure and a clear path toward becoming a Financial Planner. You will build plans in eMoney, model scenarios, support equity compensation planning, prepare client materials, and manage accounts at Schwab, CRM workflows, and routine client requests. #J-18808-Ljbffr JCW Group
Vacancy posted 3 days ago
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