Chartered Paraplanner
Attivogroup
About this role
A Chartered Paraplanner at Attivo provides administrative and technical support to financial planners, ensuring accurate and compliant financial solutions for clients. The role involves researching financial options, preparing reports, and maintaining detailed records while adhering to regulatory standards.
Skills
Qualifications
About Attivogroup
attivogroup.coAttivo Group is a financial services organization that provides wealth management, financial planning, and related advisory support services. The company appears to employ roles across paraplanning, financial planning administration, and client support, serving clients in the financial planning and investment advisory industry.
About Attivogroup
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Attivogroup.
Salary
$56k
per year