Financial Planning Analyst & Paraplanner
Ultimate Staffing
Ultimate Staffing is looking for a qualified candidate for a financial planning support role in California. The position focuses on gathering and analyzing client financial data and preparing planning materials in collaboration with investment professionals. The ideal candidate has over 5 years of experience in financial planning and a strong grasp of financial products and investment strategies. Proficiency in financial planning tools such as eMoney is highly valued. #J-18808-Ljbffr Ultimate Staffing
Vacancy posted 1 day ago
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