Financial Planning Expert
1 day ago
We are seeking a highly skilled Paraplanner to work closely with our Principal at Integrated Talent Partnership, an Ultra High Net Worth Financial Wealth Advisor firm.
Key Responsibilities:- Expert Analysis: Provide high-level support and expert analysis to the Principal on a daily basis.
- Client Engagement: Assist in developing best practices for client engagement, ensuring exceptional service delivery.
This is a hybrid opportunity that offers flexibility and autonomy, requiring 2 days per week in office and 3 days from home office. The annual salary for this role is estimated to be between $90,000 and $120,000, depending on experience.
About the Opportunity:
This role requires a professional who can provide exceptional support to our Principal while working in a dynamic environment. As a Paraplanner, you will be responsible for providing expert analysis and supporting the development of best practices for client engagement.
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