Paraplanner and Business Operations - Boston
1 month ago

Job summary
This is a full-time, on-site role located in Greater Boston for a Paraplanner and Business Operations professional. The individual in this role will assist financial advisors in creating financial plans, prepare client-facing reports, analyze financial data, and collaborate with advisors on investment strategies.Responsibilities
- Assist financial advisors in creating financial plans.
- Prepare client-facing reports.
- Analyze financial data.
Job description
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