Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. For advise on such matters, contact a legal or compliance advisor.
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