Paraplanner Financial Planning Specialist
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Job Summary
A growing wealth management firm in Carlsbad CA is seeking a highly organized and detail-oriented Paraplanner / Financial Planning Specialist to support its Financial Advisors throughout the financial planning and client service process.
This position plays an important role in preparing financial plans organizing client data coordinating meeting materials and supporting the implementation of advisor recommendations.
The ideal candidate has experience within financial planning wealth management or an RIA environment and enjoys the analytical and operational side of the business. This is an excellent opportunity for someone who wants to deepen their financial planning experience and potentially pursue a CFP designation or Associate Advisor career path.
- Prepare materials for strategic planning plan presentation and implementation meetings
- Gather review and organize client financial information and supporting documentation
- Maintain accurate client data within CRM and financial planning systems
- Assist with financial planning scenarios projections and draft financial plans
- Prepare meeting agendas reports and supporting planning materials for Financial Advisors
- Assist with investment allocation analysis and planning recommendations
- Maintain organized and accurate digital client files
- Update client records meeting information and financial data within the CRM
- Prepare paperwork for account openings transfers and other implementation activities
- Track outstanding implementation tasks and client follow-up items
- Assist with new client onboarding
- Coordinate documentation with custodians advisors and internal team members
- Ensure client documentation is complete accurate and compliant
- Anticipate advisor needs and help keep client planning workflows ahead of schedule
The strongest candidates are analytical process-driven and naturally detail-oriented. You should enjoy working behind the scenes to make sure advisors are fully prepared and client meetings run smoothly.
Were looking for someone who takes ownership of their work anticipates what needs to happen next and understands that accuracy and follow-through are critical when working with clients financial information.
This is an excellent opportunity for an experienced financial services professional who wants to expand their planning expertise and become an integral part of a growing advisory team.
Required:
- 2 years of experience in financial planning wealth management or financial advisory support
- Experience supporting Financial Advisors or a wealth management team
- Strong organizational and workflow management skills
- Exceptional attention to detail and accuracy
- Strong written and verbal communication skills
- Experience working with CRM systems and Microsoft Office
- Ability to work with confidential client and financial information
Preferred:
- Experience within a Registered Investment Advisor (RIA) environment
- Experience with financial planning software such as eMoney MoneyGuidePro or RightCapital
- Experience with Redtail CRM
- Series 65 or willingness to obtain
- CFP coursework or interest in pursuing the CFP designation
Compensation & Benefits
- $25$28/hour
- Full-time onsite position
- Health insurance
- 401(k) with company match
- Paid time off
- Professional development opportunities
- Potential support for CFP education
- Opportunity for continued growth within financial planning and wealth management
Required Skills:
Prepare materials for strategic planning plan presentation and implementation meetings Gather review and organize client financial information and supporting documentation Maintain accurate client data within CRM and financial planning systems Assist with financial planning scenarios projections and draft financial plans Prepare meeting agendas reports and supporting planning materials for Financial Advisors Assist with investment allocation analysis and planning recommendations Maintain organized and accurate digital client files Update client records meeting information and financial data within the CRM Prepare paperwork for account openings transfers and other implementation activities Track outstanding implementation tasks and client follow-up items Assist with new client onboarding Coordinate documentation with custodians advisors and internal team members Ensure client documentation is complete accurate and compliant Anticipate advisor needs and help keep client planning workflows ahead of schedule
Required Education:
Required:2 years of experience in financial planning wealth management or financial advisory supportExperience supporting Financial Advisors or a wealth management teamStrong organizational and workflow management skillsExceptional attention to detail and accuracyStrong written and verbal communication skillsExperience working with CRM systems and Microsoft OfficeAbility to work with confidential client and financial informationPreferred:Experience within a Registered Investment Advi
