Hybrid Paraplanner: Financial Planning Support
The Jonus Group
The Jonus Group is seeking a detail-oriented Paraplanner for a hybrid role based in Fremont, California. This position involves supporting financial advisors and planners with comprehensive financial planning preparation, including data organization and analysis. Ideal candidates are highly organized, team players eager to grow within the financial planning field. Responsibilities include preparing client materials, tracking action items, and assisting with planning-related analyses in a supportive capacity. #J-18808-Ljbffr The Jonus Group
Vacancy posted 4 days ago
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