Job Details

A financial services firm in San Francisco is seeking a Paraplanner for its Wealth Advisors practice. The role involves collecting and analyzing financial data, producing initial planning recommendations, and managing client relationships. Candidates should have a related Bachelor's degree and experience in wealth management. The compensation range for this position is between $79,000 and $96,000, with opportunities for an annual discretionary bonus.#J-18808-Ljbffr