Planning Associate - Wealth Advisory & Tax Support
Atrium Staffing LLC
Atrium Staffing LLC is assisting a boutique wealth advisory firm in recruiting a Planning Associate in Florida. The role supports a growing Financial Planning team with a focus on accuracy and scalable client experience. The position requires 5–8 years of financial planning/paraplanning experience, a Series 7 license, and proficiency with eMoney or Wealthscape. Bachelor's degree is required. Client-provided benefits available upon eligibility. #J-18808-Ljbffr Atrium Staffing LLC
Vacancy posted 4 days ago
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