About this role
Paraplanner - Natoma Wealth at Hightower. Location: Folsom, California, United States. Role: gathering data, preparing plans, attending meetings Requirements: Bachelor's degree, 2+ years in similar role, strong communication and analytical skills, proficiency in Word/Excel/CRM/Outlook, Series 65 preferred/possible, ability to gather and prepare financial planning documents. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, CRM, Microsoft Outlook Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English