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Wealth Planning Associate

Position Overview We are seeking a seasoned Paraplanner , Client service advisor or advanced planning strategist with a strong background in working with HNW planning, client communications and operational efficiency. This in-person role is ideal for a technically skilled, detail-oriented, client-focused professional passionate about delivering exceptional service. You’ll serve as a trusted second-in-command to the founder with deep client relationship support. Key ResponsibilitiesServe as the primary