Paraplanner
Provise Management Group, Llc.•Clearwater, FL
390d•$50,000 - $65,000
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About The Position
The Paraplanner at ProVise Management Group plays a crucial role in supporting the Advisory Team by providing financial planning and investment analysis. This position is designed for individuals who are passionate about client service and financial advisory, focusing on delivering sound advice while maintaining a people-centric culture. The Paraplanner will engage with clients, assist in building financial plans, and coordinate client-related requests, all while ensuring compliance with investment advisory regulations.
