Paraplanner
Cambridge Investment Research, Inc. · Phoenix, AZ · 1 mo ago
RemoteRemoteFinance$22/hrPart-time
Key Deliverables and Responsibilities
- Prepare and support comprehensive financial plans and client recommendations
- Analyze client data (income, assets, liabilities, cash flow)
- Research investment, retirement, and insurance products
- Prepare meeting materials, reports, and supporting documentation
- Maintain accurate client records and assist with account updates and paperwork
- Collaborate closely with financial advisors on ongoing plan reviews