Senior Paraplanner & Financial Planning Advisor Support
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Desert Financial Credit Union in Phoenix is seeking a Paraplanner to support financial advisors by gathering client information, researching investments, and preparing comprehensive financial plans for client review.
The role includes preparing documents, reports, and presentations, ensuring accuracy and regulatory compliance while maintaining client data securely and coordinating meetings with advisors.
The Senior Paraplanner & Financial Planning Advisor Support role at Desert Financial Credit Union is now open for applications in Phoenix, AZ, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Phoenix, AZ, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).