Paraplanner - Fairfield
1 month ago
Job summary
We are seeking an experienced Paraplanner to join our Financial Planning Department. The successful candidate will assist the head of our department with established practices in the financial planning workflow.Responsibilities
- Prepare preliminary financial recommendations and initial product solutions for advisor review and use in client meetings.
- Maintain client contact during the financial planning process.
- Answer questions and provide readily available information to clients.
Job description
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