Advisor-Track Paraplanner: Planning & Income Modeling

Monolith Financial Group; Roseville (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Monolith Financial Group in Roseville, CA seeks a Paraplanner – Advisor Track (Planning & Income Modeling Focus) to support financial advisors by preparing detailed plans, income models, and retirement projections, plus data analysis for client portfolios.

This full-time, on-site role collaborates with advisors, helps update plans as client circumstances change, drafts clear plan summaries and reports, and develops advisory skills with potential to move into a client-facing position.

Qualifications

• Strong financial planning skills including retirement, income, and cash flow modeling.
• Analytical skills and proficiency in finance and investments to evaluate portfolios.
• Report writing ability to create clear, concise plan documents and summaries.
• Understanding of insurance and investment advisory concepts; beneficial experience in financial services.

Responsibilities

• Prepare detailed financial plans, income models, and retirement projections.
• Gather and organize client information; support investment and insurance analysis.
• Draft clear, accurate plan summaries and reports for client meetings.
• Collaborate with advisors; update plans as client circumstances change; maintain documentation and compliance records.

Skills

Financial planning

Analytical skills

Report writing

Insurance concepts

CFP trajectory

Attention to detail

CRM tools

Communication

Education

Bachelor’s in Finance/Economics/Business

CFP or similar designation (plus)

Tools

Finance software

Spreadsheets

CRM tools

Job description

Monolith Financial Group in Roseville, CA seeks a Paraplanner – Advisor Track (Planning & Income Modeling Focus) to support financial advisors by preparing detailed plans, income models, and retirement projections, plus data analysis for client portfolios.

This full-time, on-site role collaborates with advisors, helps update plans as client circumstances change, drafts clear plan summaries and reports, and develops advisory skills with potential to move into a client-facing position.