Onsite Paraplanner & Financial Planning Specialist

GHI Staffing Solutions; Carlsbad (CA); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Growth opportunities within financial

Job summary

GHI Staffing Solutions in Carlsbad, CA is seeking a Paraplanner / Financial Planning Specialist to support Financial Advisors through the planning and client service process.

This role involves preparing financial plans, organizing client data, coordinating meeting materials, and assisting with advisor recommendations.

The ideal candidate has 2+ years in financial planning or wealth management, is detail-oriented, and may pursue CFP designation or Associate Advisor path; on-site, full-time.

Qualifications

• 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.

Responsibilities

• 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.

Job description

GHI Staffing Solutions in Carlsbad, CA is seeking a Paraplanner / Financial Planning Specialist to support Financial Advisors through the planning and client service process.

This role involves preparing financial plans, organizing client data, coordinating meeting materials, and assisting with advisor recommendations.

The ideal candidate has 2+ years in financial planning or wealth management, is detail-oriented, and may pursue CFP designation or Associate Advisor path; on-site, full-time.