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© All Rights Reserved. ApplyBlast.com
Leading Financial Advisory Firm
Davidov Wealth Group is seeking a full-time Paraplanner to assist with building and amending financial plans for clients in Garden City, NY. The role focuses on exceptional client service, analyzing tax returns and investment statements, and preparing briefing materials for advisors. This position offers a defined growth path with mentorship and a Monday-Friday schedule.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Leading Financial Advisory Firm.
24% above the average for this role