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Financial Planning Associate

Cypress Financial Planning

Cypress Financial Planning is seeking a dynamic Paraplanner to support financial planners by preparing comprehensive financial plans, conducting research, and preparing client materials. The role provides a clear career path toward senior planner status within the firm. You will be mentored to complete CFP certification within two years and advance to an Associate Financial Planner role serving clients through our growth channels. #J-18808-Ljbffr

Vacancy posted 14 hours ago
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