Paraplanner: Financial Planning Support - Portland - Threadneedle group

    Threadneedle group
    Threadneedle group Portland

    16 hours ago

    Description

    Paraplanner: Financial Planning Support

    A leading financial advisory firm in Portland, Oregon, seeks an experienced Paraplanner to support senior advisors in creating comprehensive financial plans.

    • Prepare preliminary plans incorporating client goals and risk tolerance.
    • Maintain exceptional relationships with clients through proactive communication.

    This full-time opportunity offers:


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