Job Description
Job Title: Financial Paraplanner
Job Description:
Delibert Employment Solutions is searching for a dedicated and detail-oriented Financial Paraplanner to join our clients team. This role is integral to supporting our senior advisors by preparing for client meetings, executing follow-up tasks, and conducting financial research. The Financial Paraplanner will have the opportunity to grow within the firm, potentially advancing to roles such as Certified Financial Planner, Senior Advisor, and even Equity Partner.
Key Responsibilities:
Client Meeting Preparation :
Financial Planning :
Client Interaction :
Research and Analysis :
Applications Utilized:
Qualifications:
Licenses :
Experience :
Skills :
Opportunity and Benefits:
Career Growth:
Application Process:
Interested candidates are encouraged to submit their resume and a cover letter detailing their qualifications and experience to teresa@delibertemployment.com . We look forward to considering your application and exploring how you can contribute to our team's success.
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