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Wealth Management Paraplanner & Client Services Specialist

Right Executive Search, LLC

Right Executive Search, LLC is seeking a Paraplanner / Wealth Management Client Service Associate to support advisor relationships and daily operations. Salary ranges from $60,000 to $75,000 DOE with bonus eligibility, and a focus on client communications, planning support, and account servicing. The role involves data gathering, reporting, and coordination with custodians, designed to provide broad exposure to service and planning within a full-service wealth practice. #J-18808-Ljbffr Right Executive Search, LLC

Vacancy posted 3 days ago
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