ParaplannerClayton Services • Houston, TX, US
Paraplanner
Clayton Services • Houston, TX, US
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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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