Chartered Alternative Investment Analyst Association Logo
Guest Job Seeker
Job Seekers, Welcome to CAIA Career Center
Search Filters
Use this area to filter your search results. Each filter option allows for multiple selections.
Search Results: 0 Jobs
Create Alert
Loading... Please wait.
Sorry, we couldn't find any jobs that match your criteria.

Suggestions:
Loading... Please wait.
Paraplanner
Job Description Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. This position will assist financial advisor(s) in financial planning workflow and complete many different tasks tied directly to the overall business plan of the practice. This role provides client relationship and general practice management support through gathering client data, helping prepare client deliverables, setting up new business and performing other business management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as preparing quarterly portfolio reports. Hours and location may be flexible. Benefits available. Res


This job listing is no longer active.

Check the left side of the screen for similar opportunities.
Loading. Please wait.