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Wealth Planning Assistant

Jambalaya Group

Jambalaya Group is seeking a detail-oriented Paraplanner in Calabasas, CA. This role involves supporting financial advisors by managing client communications, analyzing financial data, and preparing planning deliverables. Ideal candidates have strong analytical skills and a bachelor’s degree, along with 2+ years of experience in financial services. The position offers competitive hourly compensation and opportunities for professional growth. #J-18808-Ljbffr Jambalaya Group

Vacancy posted 3 days ago
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