Senior Financial Planning Assistant
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Financial Planning Assistant · United States
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About this role
This is a remote position. Senior Financial Planning AssistantRole SummaryWe’re seeking a detail-oriented Senior Financial Planning Assistant to support high-income professional clients through the full advice process end-to-end, with a strong focus on onboarding and implementation.
This is a short preview. Read the full description on Himalayas before you apply.
- Financial-Planning-Assistant
- Paraplanner
- Financial-Services
- Financial-Advice
- Client-Services
- Senior-Financial-Planning-Specialist
- United States
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