Paraplanner and client support - min 2 year experience
KarnatakaWealth Connected Financial Solutions
...a Paraplanner and Client Support professional with a minimum of 2 years of experience. Responsibilities include supporting financial advisors in preparing financial statements, conducting financial planning analyses, preparing investment reports, and developing strategies tailored to clients’ needs. Key [...]
Category Banking, Insurance, Finance & Accountancy
5 days ago in Labor24