Licensed Paraplanner

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By developing financial plans, organizing client information, and working closely with advisors, they help ensure clients receive thoughtful, accurate, and coordinated financial guidance.

Growth opportunity with a collaborative team!

This Jobot Job is hosted by: Ruby Voight
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $60,000 - $100,000 per year

A bit about us:

We are a growing wealth management and financial planning team overseeing approximately $870 million in client assets. Our organization includes six financial advisors and 14 support professionals who work together to provide comprehensive, personalized financial guidance.

Our philosophy centers on advice, planning, and long-term client relationships. We help individuals, families, and business owners navigate investment decisions, retirement planning, tax efficiency, and other complex financial considerations.

Our paraplanners play an essential role in this process. By developing financial plans, organizing client information, and working closely with advisors, they help ensure clients receive thoughtful, accurate, and coordinated financial guidance.

We value collaboration, professional development, and a team-first mentality. We are looking for someone who enjoys both the technical side of financial planning and the opportunity to make a meaningful impact on clients' financial lives.

Why join us?

• A planning-first approach. Focus on delivering meaningful financial advice, including retirement planning, investment strategy, and tax-efficient wealth management, rather than product-driven sales.
• An established client base. Step into a meaningful advisory role with existing client relationships and opportunities to deepen those relationships over time.
• Collaborative team environment. Work alongside experienced advisors, dedicated paraplanners, administrative professionals, and operations staff. Our shared-service model allows advisors to focus on clients and financial planning rather than administrative tasks or trade execution.
• Attractive compensation. Earn a competitive base salary, performance-based bonuses, and additional profit sharing. Compensation recognizes contributions to new asset growth, financial planning, recurring revenue, and the success of the broader team.
• Business development opportunities. Benefit from internal referral opportunities, including relationships connected to tax and accounting services, with additional business development initiatives planned for 2027.
• Professional growth and mentorship. Collaborate with senior advisors and leadership, participate in regular advisor meetings, and continue developing your financial planning expertise in a supportive environment.
• Work-life balance. Enjoy a consistent weekday schedule with no expectation of building a practice in isolation or managing every operational detail independently.

Job Details

Responsibilities

• Gather, organize, and analyze client financial information, including income, expenses, investments, retirement accounts, and other assets and liabilities.
• Prepare, develop, and update comprehensive financial plans using financial planning software.
• Enter client information into planning systems and ensure data is accurate, complete, and up to date.
• Assist with retirement projections, cash-flow analysis, investment planning, and tax-aware financial strategies.
• Work closely with financial advisors to prepare for client meetings, identify planning opportunities, and develop recommendations.
• Participate in client interactions as appropriate, helping gather information, explain planning concepts, and maintain strong client relationships.
• Coordinate follow-up activities and help ensure financial plans and recommendations are implemented appropriately.
• Collaborate with advisors, administrative professionals, and operations staff to deliver an exceptional client experience.
• Maintain organized client records and follow applicable compliance and documentation procedures.

Qualifications

• Experience in financial planning, wealth management, financial services, accounting, or a related analytical field.
• Required or willingness to obtain the firm's required securities licenses, including the Series 7; the appropriate licensing timeline and sponsorship requirements will be discussed during the hiring process.
• Strong analytical, organizational, and problem-solving skills, with attention to detail and accuracy.
• Interest in comprehensive financial planning, investment analysis, retirement planning, and tax-efficient wealth management.
• Ability to gather and interpret financial information and translate it into useful planning insights.
• Strong written and verbal communication skills and a client-service mindset.
• Ability to work collaboratively with advisors and support professionals in a team-oriented environment.
• Bachelor's degree in accounting, finance, business, or a related discipline preferred.
• CFP® coursework, progress toward the CFP® designation, or an interest in pursuing it is a plus.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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