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Paraplanner --- Wealth Management
Paraplanner Opportunity -Wealth Management Office This full-time position requires a variety of skills and talents that support the operations of an established wealth management office in St. Charles IL. Our firm focuses on aligning Christian faith and finances. The ideal candidate will have: Securities licenses (CFP designation is a plus) 3 years of industry experience Strong organizational skills with the ability to multi-task Excellent time management and ability to prioritize duties Command of Excel, MoneyGuide & Morningstar Analytical and critical thinking skills with a keen attention to details Ent
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