Title. Paraplanner. Status. Full-time salaried. . Reports to. Director of Operations of Client Service Team. . Job Summary. The. Paraplanner. supports the lead advisor in the delivery of client services of the firm. The. Paraplanner. is an entry level position into the Advisor career path. Duties and Responsibilities. The. Paraplanner. position will focus in the following areas. Client Service. Coordinate with team members to provide consistent, ...
Title. Staff Financial Advisor. Status. Full-time salaried. . Reports to. Director of Operations of Client Service Team. . Job Summary. The. Staff Financial Advisor. has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The. Staff Financial Advisor. is a career path position. therefore, responsibility and client interaction will increase with experience. Duties and Responsibili...
