Paraplanner

Alexander Technology Group
Portsmouth, NH
Category Finance
Job Description
Paraplanner will assist financial advisors with client service and financial planning workflow, following high standards of business and professional ethics.

Requirements

  • Maintain client management system
  • Respond to client requests
  • Attend client meetings
  • Prepare financial planning recommendations
  • Complete transaction requests
  • Maintain files and records
  • College degree or higher
  • 5+ years of similar industry experience
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