My job as a paraplanner is all about client support and resolving issues to help clients reach their financial goals. I assist the financial planning team in any way I can. Whether it is moving funds, inputting portfolio data, or answering questions, it gives me great satisfaction knowing that my assignments are done efficiently and accurately. I joined The Planning Center’s Chicago office in September of 2013 and received my Financial Paraplanner Qualified Professional designation in 2015. I intend to continue learning and growing in my position so I can be even better at my job of customer support.
Menu
