Paraplanner

Paraplanner Crumley & Associates Private Wealth Advisory Practice of Ameriprise Financial

Fair Oaks CA InOffice Role

Crumley & Associates a respected Private Wealth Advisory Practice of Ameriprise Financial is seeking a detailoriented and licensed Paraplanner to join our collaborative and clientfocused team. This position plays a pivotal role in supporting our financial advisors by managing the financial planning workflow and ensuring the highest level of client service.

Key Responsibilities

• Assist with all aspects of the financial planning process including:
• Retirement scenarios investment analysis and life insurance illustrations
• Social Security pension and stock option analysis
• RMDs and financial planning documentation
• Prepare planning deliverables and maintain data in financial planning software (e.g. NaviPlan MoneyGuidePro)
• Participate in client meetings take notes and assist with followup
• Execute trades under advisor direction and help manage account recommendations
• Maintain clear and timely communication with clients about planning progress and money movement
• Support administrative functions including tracking fees managing plan closures and delegating tasks when needed

Ideal Candidate

• Holds the Series 7 66 (or 65 & 63 and California Life Accident & Health
• Has 2 years of relevant experience in financial planning or advisory support
• Possesses strong communication skillsboth written and verbal
• Is proficient in Microsoft Office Suite Adobe and CRM/financial planning tools
• Demonstrates integrity professionalism and discretion with client information
• Thrives in a fastpaced highly regulated environment

Compensation & Benefits

• $65000 $70000 Competitive compensation commensurate with experience
• Benefits include (eligible after 3 months):
• 2 weeks of paid vacation 1 week paid Christmas break
• 9.5 paid holidays
• Sick leave accrual
• Participation in Variable Compensation Bonus Plan
• 401(k) with 3 company match and discretionary contributions
• Medical dental and vision insurance (employee premiums 100 covered)
• Family coverage available at employees expense
• Office hours: MondayFriday 9 a.m. 5 p.m. PT
• Paid Rest & Reflection holiday closure between Christmas and New Years

Why Join Us

At Crumley & Associates we believe in longterm relationshipswith our clients and our team. Youll be joining a missiondriven practice that prioritizes trust thoughtful planning and a supportive work culture. This is an excellent opportunity for a licensed professional who wants to grow in a stable serviceoriented paraplanner role.