Emplois : paraplanner

Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation....

Why Work at Mercer Advisors?For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the...

A financial services firm is seeking a remote Paraplanner to join their team. The role requires a minimum of 7 years of experience and involves preparing financial documents, collaborating with a team, and managing client cases. The ideal candidate will have an undergraduate degree and proficiency in tools like Orion and Right Capital. This position offers a...

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:Talent Acquisition: Connecting highly skilled finance professionals with leading firms.Career Coaching: Assisting candidates navigating their career paths within the finance industry.Client Consulting:...

A financial services firm is seeking a remote Paraplanner to join their team. The role requires a minimum of 7 years of experience and involves preparing financial documents, collaborating with a team, and managing client cases. The ideal candidate will have an undergraduate degree and proficiency in tools like Orion and Right Capital. This position offers a...

<div><p>Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:</p><ul><li>Talent Acquisition: Connecting highly skilled finance professionals with leading firms.</li><li>Career Coaching: Assisting candidates navigating...