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Paraplanner for MavenCross Wealth Advisors
MavenCross Wealth Advisors ® An Ameriprise Private Wealth Advisory Practice 31 Inverness Center Parkway – Suite 550, Birmingham, AL 35242 www.mavencrosswealth.com (205) 313-9150 PARAPLANNER Job Description: The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service experience. This position requires the highest ethical standards and the continued advancement of professional knowledge and skills. Responsibilities may change over
MavenCross Wealth Advisors®