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Job Location drjobs

Fair Oaks, CA - USA

Monthly Salary drjobs

$ 65000 - 70000

Vacancy

1 Vacancy

Job Description

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.

Employment Type

Full-Time

Company Industry

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