Paraplanner
Vaco LLC · Louisville, KY
$73k/yr (est.)Posted 6h agoAccounting & Finance
Position summary
Position Overview An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs. This role will work closely with advisors and clients to deliver comprehensive financial planning solutions, coordinate with outside professionals, and provide exceptional client service. The ideal candidate is a highly organized, detail-oriented professional with a passion for fin…
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