Wealth Management Paraplanner: Client Service Pro

Threadneedle Group in Houston, Texas is seeking a Client Service Paraplanner to enhance client experiences in wealth management. The role involves supporting advisors through client communications, preparing meeting materials, and managing client records. Ideal candidates have a strong client service background, an Associate’s degree, and a Series 7 license. This full-time position offers competitive salary, robust benefits, and opportunities for career advancement in a supportive work environment.
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