Paraplanner - Tustin
1 week ago
Job summary
We are seeking a detail-oriented and experienced Paraplanner to support our senior financial advisors.This role involves preparing financial plans, gathering and analyzing client data, assisting with tax projections, and ensuring portfolios are effectively managed.
The ideal candidate is organized, proactive, and capable of working independently while maintaining a strong attention to detail.Qualifications & Experience
- Bachelor's degree in finance, accounting or related field.
- 3+ years of experience in financial planning (required); 5+ years preferred.
Job description
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