About this role
Paraplanner - Simpsonville, SC at JEHM Wealth & Retirement. Location: Simpsonville, South Carolina, United States. Role: Prepare plans, Maintain files, Assist meetings Requirements: 5+ years of experience with a Financial Advisor; Series 65 license; experience with planning software and Microsoft Office; strong organizational and customer service skills. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, Microsoft Office Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English