Wealth Planning Paraplanner: Client-Focused Support
Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
A local boutique financial planning firm in Portland is seeking a Paraplanner to support daily operations and client relationships. This role involves managing client data, assisting in financial plan preparation, and coordinating projects. Ideal candidates will possess a Bachelor's degree in finance or a related field, strong analytical skills, and the ability to work collaboratively within a team. The position emphasizes a client-focused mindset and requires familiarity with financial planning tools. This is an excellent opportunity to grow in the wealth management sector. #J-18808-Ljbffr Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
Vacancy posted 12 hours ago
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