Join our team! Paraplanner / Advanced Client Services Associate
Oak Maple Finance is a woman-owned financial planning firm located in Burlington, Vermont. We're a small, innovative financial planning firm with a mission to promote and support the dignity of all people. By helping our clients achieve financial clarity and confidence, we create paths to joy and purpose.
Who We're Looking For:
We seek a thoughtful, action-oriented individual to join our team as a Financial Paraplanner or Advanced... read more ▼
Join our team! Paraplanner / Advanced Client Services Associate
Oak Maple Finance is a woman-owned financial planning firm located in Burlington, Vermont. We're a small, innovative financial planning firm with a mission to promote and support the dignity of all people. By helping our clients achieve financial clarity and confidence, we create paths to joy and purpose.
Who We're Looking For:
We seek a thoughtful, action-oriented individual to join our team as a Financial Paraplanner or Advanced Client Service Associate. You'll work closely with our CFP® planners, supporting the delivery of heart-centered financial planning while ensuring an exceptional experience for our clients.
Learn more & apply: https://www.oakmaple.com/paraplanner2024
read lessThe FPF Community Directory is a collection of more than 15,000 Vermont businesses and nonprofits in 247 categories that participate in Front Porch Forum. FPF does not screen or evaluate these organizations. Learn more in the FPF Help Center.
The FPF Community Directory is a collection of more than 15,000 Vermont businesses and nonprofits in 247 categories that participate in Front Porch Forum. FPF does not screen or evaluate these organizations. Learn more in the FPF Help Center.