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HOXTON CAPITAL is looking for employees for positions:
paraplanner
paraplanner
Requirements
bachelor's degree in finance, economics, accounting, or a related field. Professional certifications preferred
Responsibility
conduct in-depth research and analysis of financial products, investment options, and tax strategies to support the financial planning process and client recommendations
collaborate with internal stakeholders, including advisors, compliance, and operations teams, to ensure the accuracy and completeness of client documentation and regulatory disclosures
stay informed about regulatory changes, industry trends, and best practices in financial planning, and incorporate relevant updates into client recommendations and reports