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Company Name:
Approximate Salary:
42000.00 Per Year
Location:
Burbank, California
Country:
United States
Industry:
Financial Counseling
Position type:
Full Time
Experience level:
2 - 5 years
Education level:
Certification

Financial Paraplanner/Counselor

We are a leading Fee-Only Financial Planning Industry. Nationally recognized. Our clients our Latino Celebrities, Entrepreneurs, Executives and Educators.

Bilinugual - Spanish

You will assist 2 CFP's and and Office Manager

You will work directly with clients on Financial Plan data gathering, organizing, and entry to financial planning software (eMoney)

You will prepare budgets for clients

You will review insurance needs 

You will coordinate with professional to help with the execution of financial plans, insurance, and estate planning

Health Insurance included.

 

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