Financial Planning Paraplanner: Analysis, Design & Client Prep
PARIS, 75
il y a 1 jour
Kestra Technologies in Paris seeks a Paraplanner to provide technical support to Lead Advisors. This role involves data gathering, scenario building, and client meeting preparation.
The ideal candidate will have over 3 years of experience in financial services and a Bachelor's degree in finance or accounting. The position requires proficiency in financial planning software and the ability to analyze investment products.
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Entreprise
Kestra Technologies
Plateforme de publication
WHATJOBS
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