Advanced Wealth Planning Paraplanner
Lido Advisors, LLC
Lido Advisors, LLC, a wealth management firm, is seeking a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of our planning process. Duties include developing and implementing financial plans, supporting the planning team with research, updating client documents, preparing for meetings, data gathering, and monitoring client plans. A Bachelor’s Degree and strong communication skills are required. #J-18808-Ljbffr Lido Advisors, LLC
Vacancy posted 2 days ago
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