Paraplanner - Frisco
3 weeks ago
Job summary
We're a well-established firm with over 60 years of experience helping professionals, families,and entrepreneurs build and protect their legacies through personalized tax,
accounting, and wealth management services.
We are seeking a Paraplanner to support our financial planners by delivering thoughtful,
research-driven insights and helping craft tailored financial strategies that reflect each client's unique goals.
Job description
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