T.E. Wealth has been providing high net worth individuals, families, employers and employees with unbiased wealth management and financial education services for 40 years. Our company comprises a national network of financial experts with a diverse array of skills, experience and specialized knowledge, yet we are driven by a singular devotion to the well-being of our clients.
Reporting to the Assistant Consultant, the Paraplanner will assist the financial planning team in developing and implementing financial plans for individuals, corporate executives and professionals.
• Provide sustainable continuous support to the financial planning team and clients including:
• Data entry for the preparation of financial plans, using in-house software & Excel.
• Drafting correspondence and meeting agendas.