About this opportunity
The Recruitment Council lists this Senior Paraplanner: Wealth Management & Financial Planning opportunity in claremont, New Hampshire. Review the employer’s description below for duties, qualifications and application requirements.
Job description
The Recruitment Council is seeking a Senior Paraplanner for a leading Financial Services firm in California. You will provide technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses for prospective and existing clients.
Responsibilities include creating asset allocation reports, drafting proposals, preparing goals-based Wealth Management proposals and financial needs analyses, and assembling meeting packs for Family Office clients.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.