professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners
Communication and Stakeholder Management: Act as the primary liaison with the management team, board of directors
entertain clients at marketing events Function as a primary point of contact for clients in the financial planning
entertain clients at marketing events Function as a primary point of contact for clients in the financial planning
clients at marketing events
Function as a primary point of contact for clients in the financial planning