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Financial Planning Assistant & Client Ally

Job in Fargo, Cass County, North Dakota, 58126, USA
Listing for: Align Financial
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning Assistant & Client Experience Ally
A financial services firm in Fargo, North Dakota is looking for a financial paraplanner to join their growing team. The role involves supporting clients and financial advisors, managing meeting documentation, and enhancing client experience. Ideal candidates are detail-oriented, self-motivated, and possess strong communication skills. A background in finance and proficiency with Excel and Outlook are preferred. This full-time position offers a collaborative work environment and opportunities for long-term growth.
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