Paraplanner
TPM Placement•Milwaukee, WI
377d•$70,000 - $80,000
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About The Position
The Paraplanner position at our holistic financial planning practice involves providing technical support to seasoned advisors, preparing for client meetings, and developing financial plans. The role is designed for individuals passionate about financial services, with a focus on client satisfaction and continuous learning. The Paraplanner will work collaboratively with the team to tackle complex financial, estate, and tax planning situations, ensuring a high-quality client experience.
