PARAPLANNER. Location: Frederick, MD (In-office). Compensation: $60,000 – $75,000 per year. Join Our Team - Your Future Starts Here. At our firm, we believe in fostering a workplace where the brightest minds can thrive. We are more than just a team. we are a family that collaborates to embody our core values daily: hard work, humility, optimism, responsiveness, and unwavering commitment to excellence. Our office prides itself on delivering premiu...
CLIENT SERVICE SPECIALIST. Location: Brentwood, TN. Status: Full-time. Compensation: $70,000 - $90,000 (plus discretionary bonus). The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to enrich lives by providing clarity and doing whatever needs to be done to make things...
