Paraplanner

Jambalaya Group; Arcadia (CA); On-site; USD 108,886,000 - 132,029,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Profit sharing

License reimbursement

Paid holidays

Continuing education

Job summary

Angeles Wealth Group is seeking a Paraplanner in Arcadia, CA, to join its private wealth advisory practice. You will support financial planning, investment analysis, and client relationship management while preparing recommendations and meeting materials.

Ideal candidates have a bachelor’s degree, 2+ years in financial services, and strong analytical skills. The role offers a defined career path, compliance awareness, and opportunities for advancement in wealth management.

Qualifications

• Bachelor's degree required
• Degree in Finance, Economics, Accounting, or a related field preferred
• Two or more years of experience in financial planning, investment management, or a related financial services role
• Working knowledge of portfolio management and comprehensive financial planning
• Strong analytical, organizational, and problem-solving skills
• Exceptional attention to detail and accuracy
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative team player with a proactive, service-oriented mindset
• Proficiency with Microsoft Office and financial planning, CRM, and investment management software

Responsibilities

• Prepare preliminary financial planning recommendations for advisor review
• Gather and organize client financial information to support comprehensive planning
• Develop customized investment and portfolio recommendations aligned with client goals, risk tolerance, and time horizon
• Prepare financial planning reports, presentations, charts, and other client meeting materials
• Assist with deep-dive planning sessions and investment implementation
• Monitor client portfolios and identify allocation adjustments as appropriate
• Complete Managed Account Annual Reviews (MAARs) alongside advisors or third-party providers
• Execute approved trades, transfers, cash movements, and account maintenance activities
• Assist advisors in preparing for client meetings and following up on action items
• Communicate professionally with clients by phone, email, and written correspondence
• Attend client meetings as needed to support advisors and planning discussions
• Coordinate planning projects and ensure timely completion of client deliverables
• Support practice management initiatives, client events, seminars, and other operational projects
• Maintain high standards of accuracy, confidentiality, compliance, and regulatory requirements
• Perform additional responsibilities as assigned to support the continued growth of the practice

Skills

Analytical thinking

Attention to detail

Communication

Microsoft Office

CRM software

Client service

Education

Bachelor's degree

Finance degree

Economics degree

Tools

CRM software

Investment software

Job description

A private wealth advisory practice of Ameriprise Financial Services

Requirements

Angeles Wealth Group

A private wealth advisory practice of Ameriprise Financial Services

Location: Arcadia, California

Build Financial Plans That Make a Lasting Impact

At Angeles Wealth Group, we believe comprehensive financial planning is about more than investments—it's about helping clients build confidence in their financial future. Through personalized advice, thoughtful planning, and exceptional client service, we develop lasting relationships that make a meaningful difference in our clients' lives.

We are seeking an analytical and detail-oriented Paraplanner to join our growing team. This role is ideal for an experienced financial services professional who enjoys the technical side of wealth management and wants to play an integral role in developing customized financial plans and investment strategies.

Working alongside our advisors, you'll support every stage of the financial planning process—from gathering client information and preparing recommendations to portfolio analysis and ongoing account management. This position also offers a defined career path with opportunities to expand your responsibilities, strengthen your planning expertise, and grow into increasingly advanced advisory roles.

Position Overview

The Paraplanner serves as a key technical partner to the advisory team, supporting financial planning, investment management, portfolio analysis, and client relationship management. This individual will help prepare financial plans, develop investment recommendations, monitor client portfolios, and ensure a seamless client experience throughout the planning process.

The ideal candidate enjoys analytical work, thrives in a collaborative environment, and is passionate about delivering high-quality financial planning solutions while building a long-term career in wealth management.

Requirements

Financial Planning & Investment Support

• Prepare preliminary financial planning recommendations for advisor review
• Gather and organize client financial information to support comprehensive planning
• Develop customized investment and portfolio recommendations aligned with client goals, risk tolerance, and time horizon
• Prepare financial planning reports, presentations, charts, and other client meeting materials
• Assist with deep-dive planning sessions and investment implementation
• Monitor client portfolios and identify allocation adjustments as appropriate
• Complete Managed Account Annual Reviews (MAARs) alongside advisors or third-party providers
• Execute approved trades, transfers, cash movements, and account maintenance activities

Client Service & Advisor Support

• Assist advisors in preparing for client meetings and following up on action items
• Communicate professionally with clients by phone, email, and written correspondence
• Respond promptly to client questions while providing exceptional service
• Troubleshoot client issues and coordinate solutions between clients and advisors
• Update client information and prepare meeting materials for ongoing reviews
• Attend client meetings as needed to support advisors and planning discussions

Practice Operations

• Coordinate planning projects and ensure timely completion of client deliverables
• Support practice management initiatives, client events, seminars, and other operational projects
• Maintain high standards of accuracy, confidentiality, compliance, and regulatory requirements
• Perform additional responsibilities as assigned to support the continued growth of the practice

Qualifications & Experience

• Bachelor's degree required
• Degree in Finance, Economics, Accounting, or a related field preferred
• Two or more years of experience in financial planning, investment management, or a related financial services role
• Working knowledge of portfolio management, investment principles, and comprehensive financial planning
• Strong analytical, organizational, and problem-solving skills
• Exceptional attention to detail and accuracy
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative team player with a proactive, service-oriented mindset
• Proficiency with Microsoft Office and financial planning, CRM, and investment management software

Licensing Requirements

Current securities licensing is preferred; however, candidates who are not currently licensed must be willing and able to obtain the following:

• FINRA Securities Industry Essentials (SIE®)
• Series 7
• Series 63/65 or Series 66
• State Life & Health Insurance License

Licenses should be obtained within the first year of employment.

Preferred Skills

• Strong understanding of investment management and portfolio allocation
• Ability to analyze client financial information and develop planning recommendations
• Excellent organizational and project management skills
• Ability to anticipate advisor needs and proactively prepare for upcoming client meetings
• High level of professionalism, integrity, and accountability
• Desire to continually expand financial planning knowledge and technical expertise

Growth & Development

Angeles Wealth Group is committed to investing in the long-term success of its team members. This position offers the opportunity to deepen your expertise in comprehensive financial planning, portfolio management, and wealth management while working alongside experienced financial advisors.

As your experience and technical capabilities grow, you'll have the opportunity to assume increasing responsibility, develop advanced planning skills, and progress along a defined career path within the practice.

Benefits

Compensation & Benefits

• Competitive salary commensurate with experience and local market conditions
• $38.00-$46.00/hour (Non-Exempt)
• Full-time position
• Employer-subsidized medical and dental insurance
• 401(k) plan
• Discretionary profit-sharing plan
• Discretionary performance bonus
• Paid holidays and personal time off
• Continuing education and licensing reimbursement (at the discretion of the franchise owner)
• Long-term career advancement opportunities

Schedule & Work Environment

• Full-time position averaging 40+ hours per week
• Consistent in-office attendance required during the training period with the possibility of a hybrid schedule in the future based on performance and business needs
• Professional, collaborative, client-focused environment
• Smoke-free and vape-free workplace
• Opportunity to work closely with experienced advisors while making a meaningful impact on clients' financial success

Why Join Angeles Wealth Group?

Joining Angeles Wealth Group means becoming part of a team that values collaboration, continuous learning, and exceptional client service. You'll gain hands-on experience in every aspect of the financial planning process while working alongside experienced advisors who are committed to your professional development.

If you're analytical, detail-oriented, passionate about financial planning, and looking for a long-term career with opportunities for growth, we'd love to hear from you.

Equal Opportunity Employer

Angeles Wealth Group is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check and pre-employment assessments will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.