Financial Planning Analyst: Growth & Quality Control
Jambalaya Group
Paragon Wealth Advisors in Seattle, WA seeks an experienced Financial Planning Specialist to support the planning team, assist with forecasting, plan preparation, research, and client meeting support. You will review data for accuracy, help with quality control, and collaborate with advisors to move client recommendations forward; experience with Ameriprise systems is a plus. This in-office role offers growth within the planning function and potential expanded responsibilities as the team #J-18808-Ljbffr Jambalaya Group
Vacancy posted 1 day ago
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