Senior Financial Planner & Plan Design Expert
Jobtailor
Jobtailor is seeking a Paraplanning support role to assist with comprehensive financial plans and client interactions. You will collaborate with the Paraplanning team, present plans professionally, and stay current on wealth planning concepts and industry trends. This position emphasizes coordination with advisors to enhance client satisfaction and plan utilization. The role requires strong MSPY skills, CFP readiness, and experience with planning software to craft detailed financial strategies #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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