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Paraplanner
Gpac
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Columbus, OH
Private Wealth Management Para-planner We are seeking an organized and detail-oriented para-planner to join a growing private wealth management team. The para-planner will work closely with financial advisors to prepare financial plans, develop... - Jun 12
Paraplanner/Support Advisor/Financial Planning Associate (not
Hamilton Capital
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Columbus, OH, 43220
... The Paraplanner is the foundational role in our Advisory track and is instrumental in building a career as a Financial Advisor. The individual in this role learns and fulfills a combination of the responsibilities of two key roles at our firm: ... - Jun 08
Financial Client Services Specialist (L&H)
Golden Reserve
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Gahanna, OH, 43230
60000.0-80000.0 per year
... Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the ... - Jun 14