Paraplanner: Elevate Client Experience & Ops

Legacy Financial Partners

Legacy Financial Partners in Milbank, SD is seeking a highly organized Paraplanner to support Financial Advisors in a fast-paced office. You will manage calendars, assemble client files, prepare reports, and ensure confidential documentation is accurate. The ideal candidate has about two years in financial services, a Bachelor's degree or equivalent experience, and the ability to obtain licenses (SIE, Series 7, 66, Insurance) within 12 months. #J-18808-Ljbffr Legacy Financial Partners

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Vacancy posted 4 days ago

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