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California Licensed Paraplanner
A company is looking for a Paraplanner (Licensed). Key Responsibilities Prepare and update financial plans and presentation materials for client meetings Research and analyze investments while coordinating client service needs Process client requests and maintain accurate client information and documentation Required Qualifications Securities (7/66) and Life, Health, and Annuity registration required Degree in Financial Planning, Finance, Accounting or Economics preferred Demonstrated customer service experience, preferably 2+ years Extremely strong organizational skills Technical computer aptitude and knowledge of business tools
A company is looking for a Paraplanner (Licensed).
Key Responsibilities
Prepare and update financial plans and presentation materials for client meetings
Research and analyze investments while coordinating client service needs
Process client requests and maintain accurate client information and documentation
Required Qualifications
Securities (7/66) and Life, Health, and Annuity registration required
Degree in Financial Planning, Finance, Accounting or Economics preferred
Demonstrated customer service experience, preferably 2+ years
Extremely strong organizational skills
Technical computer aptitude and knowledge of business tools
