Wealth Planning Paraplanner - Detail-Driven Support
Jambalaya Group
Jambalaya Group in Calabasas, CA is seeking a detail-oriented Paraplanner to join our private wealth advisory practice. You will support advisors by preparing financial planning deliverables, analyzing client information, creating charts, and developing portfolio recommendations to align with client goals and timelines. The role emphasizes collaboration with advisors, thorough client service, and ongoing licensing and professional development. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 1 day ago
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