CFP Servicing Advisor

Pierson Wealth Management

Santa Clarita (CA)

Sur place

USD 85 176 - 104 104

Plein temps

14 jours+

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Résumé du poste

A financial services firm in Santa Clarita, California is seeking a CFP-certified Paraplanner to assist with financial planning and client service management. The position focuses on ensuring exceptional client experiences through collaboration with lead advisors. Candidates must have 3-5 years of relevant experience and strong financial planning tool proficiency. This full-time role requires in-person attendance Monday to Friday.

Qualifications

3–5 years in financial planning, wealth management, or client service within an RIA or advisory firm.
Ability to manage responsibilities independently and meet deadlines consistently.

Responsabilités

Collaborate with the Lead Advisor to design, update, and implement financial plans.
Lead or co-lead client review meetings for assigned segments.
Provide timely post-meeting follow-up and support for clients.

Connaissances

Financial planning tools (eMoney, MoneyGuidePro)

CRM systems (RedTail, Salesforce)

Exceptional communication

Attention to detail

High follow-through

Formation

CFP certification

Life insurance license

Description du poste

3 days ago Be among the first 25 applicants

Paraplanner with CFP Designation & Client Service Associate Manager

In-Person | Full-Time Position

Santa Clarita Valley, California

Salary: $94,640 starting base with bonus opportunities

Pierson Wealth Management is hiring a CFP-certified Paraplanner to join our team in Santa Clarita, California. This role requires a highly-organized and efficient financial planning professional who thrives in a fast paced environment.

This is a strictly in-person position with a prompt 8:00 AM to 5:00 PM daily schedule, Monday through Friday. Applicants must live locally or plan to relocate to the area.

As Paraplanner, you will act as a vital link between Advisor Planning and Client Service Operations. You’ll focus on preparing and implementing financial plans, supporting client meetings, and managing a segment of client relationships. Your work enables the Lead Advisor to focus on strategic growth while you ensure seamless plan execution and a consistent, high-quality client experience.

________________________________________

Key Responsibilities:

Financial Planning & Client Strategy

• Collaborate with the Lead Advisor to independently design, update, and implement financial plans

• Lead or co-lead client review meetings for your assigned segment

• Prepare polished pre-meeting materials including financial projections, tax summaries, and investment updates

• Provide timely post-meeting follow-up and support for both existing and prospective clients

• Take an active Second-Chair Advisor role in a smaller segment of client meetings

Client Service Oversight

• Supervise and mentor Client Service Associates using the EOS method

• Ensure the timely and accurate implementation of planning and investment strategies

• Maintain CRM task tracking and data integrity

• Deliver professional service and respond to client inquiries within 24 hours

• Track and manage follow-up items and planning opportunities

• Identify gaps and proactively suggest planning or portfolio solutions

• Maintain an organized and actionable pipeline of planning and sales opportunities

Team & Culture Engagement

• Contribute to a positive, accuracy-driven office culture

• Participate in internal meetings, strategy sessions, and training

• Attend and support marketing, client, and educational events (minimum 4 per quarter)

________________________________________

Qualifications

• CFP certification required or in active progress

• Life insurance license required or willingness to obtain

• 3–5 years in financial planning, wealth management, or client service within an RIA or advisory firm

• Proficient in financial planning tools (eMoney, MoneyGuidePro), CRM systems (RedTail, Salesforce), and portfolio software

• Exceptional communication, attention to detail, and high follow-through - we are seeking a true polished professional

• Ability to manage responsibilities independently and meet deadlines consistently

________________________________________

Success in This Role Looks Like

• Financial plans are delivered on time and followed up within 2 business days

• Clients receive consistent, professional service with responses within 24 hours

• 10+ new revenue-generating opportunities identified per quarter with 50%+ conversion

• Uphold KPI of new revenue identified through client reviews each quarter

• Manage ongoing revenue opportunities maintained in CRM pipeline

• Hold timely and accurate client reviews with high client satisfaction and strategic insight

• Active participation in client, marketing, or networking events each quarter

• Positive contribution to firm culture, operations, and growth

________________________________________

Apply now to be part of a high-performing team that values precision, client service, and professional development. This is a long-term opportunity for a CFP who is ready to contribute meaningfully to an established and respected firm.

To apply, please submit your resume via LinkedIn or feel free to reach out via messaging.No calls or emails.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales

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