Paraplanner
Clayton ServicesHouston, TX, US11 days ago
Job type
- Full-time
Job description
Paraplanner Position
The Paraplanner will be responsible for supporting financial advisors with research, planning, and client service tasks to ensure smooth operations and excellent client experiences. Pay Rate : $45,000-$60,000 / year. Benefits : PTO.
Paraplanner Responsibilities :
- Processing and tracking client transactions
- Assist financial advisors in preparing and updating financial plans
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Paraplanner • Houston, TX, US
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