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Financial Paraplanner
The general purpose of this role is to help Wealth Advisors provide high-level client service, with a heavy emphasis on the financial planning aspect of the client relationship.  Financial Planning-related responsibilities will include: Gathering financial planning-related information from clients and entering it into financial planning software. Using the software and other resources to conduct in-depth analysis of clients’ financial circumstances. Articulate observations and recommendations to Advisor based on clients’ goals and objectives. Annual maintenance of active financial plans. Other responsibilities: Communicate with clients, including but not limited to attending client meetings (as needed). This inc


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