Paraplanner and client support - min 2 year experience
KarnatakaWealth Connected Financial Solutions
...goals, values, and long‑term aspirations. Role Description This is a full-time remote role for 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 [...]
Category Banking, Insurance, Finance & Accountancy