Financial Planning Paraplanner Marquis Management

3.0 - 5.0 years

0 Lacs

chennai, tamil nadu, india

On-site

Are you looking for a career path where you can grow, thrive, and truly make a difference Our client is seeking an experienced Paraplanner to join their team. The ideal candidate will be detail-oriented, conscientious, and dedicated, with strong client service skills. This role requires someone who can take direction yet also work independently, problem-solve, and take ownership of projects. The work environment is steady-paced, collaborative, and enjoyable. Job Duties & Responsibilities ?Prepare financial plans and recommendations for financial planning clients ?Participate in the investment research process and be part of the Investment Committee Team ?Prepare for client meetings and revie...

Posted 1 week ago

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