Employer Active
Job Alert
You will be updated with latest job alerts via emailJob Alert
You will be updated with latest job alerts via email$ 65000 - 70000
1 Vacancy
Paraplanner Crumley & Associates Private Wealth Advisory Practice of Ameriprise Financial
Fair Oaks CA InOffice Role
Crumley & Associates a respected Private Wealth Advisory Practice of Ameriprise Financial is seeking a detailoriented and licensed Paraplanner to join our collaborative and clientfocused team. This position plays a pivotal role in supporting our financial advisors by managing the financial planning workflow and ensuring the highest level of client service.
Key Responsibilities
Ideal Candidate
Compensation & Benefits
Why Join Us
At Crumley & Associates we believe in longterm relationshipswith our clients and our team. Youll be joining a missiondriven practice that prioritizes trust thoughtful planning and a supportive work culture. This is an excellent opportunity for a licensed professional who wants to grow in a stable serviceoriented paraplanner role.
Full-Time