I deliver personalized financial advice to help you achieve your goals. Working together, I can help you feel more confident, connected, and in control of your financial life.
Executive Assistant / Paraplanner
Category: Financial Services
This is a newly created position within a well-established private wealth advisory practice and a terrific opportunity for someone who is looking to step into an instrumental role and perform meaningful work while maintaining a consistent, weekday schedule. This position does not require sales and compensation is not commission based.
The executive assistant / paraplanner will primarily assist