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.
GENERAL RESPONSIBILITIES
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.
SPECIFIC RESPONSIBILITIES
• 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.
Print 
PDF