- Moss Adams LLP (Portland, OR)
- ** Paraplanner ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our ... business challenges. **Introduction to the team** We are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor… more
- Coldstream Wealth Management (Portland, OR)
- …degree (finance or related focus is preferred) + Series 65 license plus the FPQP ( paraplanner certification) or first module of the CFP - or willing to get them ... within 12-18 months (at Coldstream's expense) + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus + Excellent communication skills,… more