Wealth Planning Coordinator
Jambalaya Group
Jambalaya Group seeks a Financial Planning Specialist to support advisors and enhance client relationships. Located in Calabasas, CA, this full-time position requires exceptional organizational and analytical skills, with responsibilities including managing planning workflows, client documentation, and financial planning processes. The ideal candidate possesses a Bachelor's degree and experience in financial services, demonstrating proficiency in MoneyGuide and comprehensive planning software. Join a collaborative team dedicated to delivering exceptional financial services. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 2 days ago
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