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Paraplanner
The Company The Forrest Group, LLC, is an estate management firm in Houston, TX, that primarily focuses on privately held business owners, high net worth individuals, and affluent families. Our firm specializes in wealth transfer & business succession planning. We address problems common to the transfer of wealth, lifestyles & financial security to future generations. We assist our clients in obtaining the peace of mind they desire through our objective driven process. Job Summary The primary focus of the Paraplanner is to assist the Advisor in day-to-day client management support and business development activities. They will team with the Advisor to help create comprehensive financial plans, providing analy
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