Wealth Paraplanner: Client Service & Planning Support
Quotient Wealth Partners
A financial advisory firm seeks a Paraplanner to enhance client relationships through exceptional support and service delivery. This role requires strong communication skills and 3+ years in financial services. Responsibilities include collaborating with the Wealth Advisor and internal teams, onboarding new clients, and ensuring compliance with policies. Comprehensive benefits include health insurance and a retirement plan with company match. Join a dedicated team committed to helping individuals achieve their financial goals. #J-18808-Ljbffr Quotient Wealth Partners
Vacancy posted 3 days ago
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