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Driven Paraplanner & Associate Financial Advisor
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-02-01
Listing for:
Threadneedle group
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial advisory firm in Jacksonville seeks a Paraplanner/Associate Financial Advisor to support financial advisors and manage client relationships. This role involves conducting client transactions, handling inquiries, and assisting in the preparation of financial reports. Candidates must have a college degree, be Series 7 licensed, and possess 2+ years of relevant experience. The firm emphasizes a collaborative culture focused on ethical practices and a commitment to client service.
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Position Requirements
10+ Years
work experience
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