A rapidly growing wealth management firm in San Diego seeks a motivated Paraplanner/Associate Advisor. The role involves partnering with Financial Advisors to provide excellent client service, manage financial plans, and coordinate with various professionals. Ideal candidates possess strong interpersonal skills, attention to detail, and a desire to grow within the firm. Competitive salary range of $80-110K with comprehensive benefits included.
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Wealth Planning Associate - Paraplanner in san diego at Unknown Company
This position is listed as full time and onsite.