Financial Planning Paraplanner | Flexible PTO & 401k

Hightower Advisors; Folsom (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Flexible PTO

401k matching

Discretionary bonus

Job summary

Natoma Wealth, based in Folsom, CA, seeks a Paraplanner to gather and prepare planning documents, support Wealth Advisors, and keep plans current. You will work with the team to compile client data, financial statements, tax returns, and planning materials for meetings and ongoing updates.

The role emphasizes data organization, CRM usage, and collaboration with CPAs, attorneys, and other professionals to ensure accurate, timely financial planning deliverables.

Qualifications

• Bachelor’s degree required.
• Two or more years of experience in a similar position.
• Series 65 license; other licenses may be required over time.
• Willingness to pursue continuing education in the industry.
• Ability to maintain confidentiality and ethics.

Responsibilities

• Gather and organize client data to develop financial plans.
• Assist in preparing client financial plans and scenarios.
• Attend client meetings and take notes.
• Update CRM with tasks and client information.
• Prepare correspondence, spreadsheets, and reports for clients.
• Collaborate with CPAs, attorneys, and other professionals.
• Monitor client portfolios with Wealth Advisor.

Skills

Interpersonal communication

Analytical thinking

Multi-tasking

Independent work

Confidentiality & ethics

Team collaboration

Organizational skills

Proficiency in Word

Proficiency in Excel

CRM experience

Outlook proficiency

Education

Bachelor’s Degree

Series 65 license

Tools

CRM

Word

Excel

Outlook

Job description

Natoma Wealth, based in Folsom, CA, seeks a Paraplanner to gather and prepare planning documents, support Wealth Advisors, and keep plans current. You will work with the team to compile client data, financial statements, tax returns, and planning materials for meetings and ongoing updates.

The role emphasizes data organization, CRM usage, and collaboration with CPAs, attorneys, and other professionals to ensure accurate, timely financial planning deliverables.