Paraplanner

Financial Advisors Network, Inc.; Tustin (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k) with profit sharing

Medical insurance

Paid time off (PTO) & holiday pay

Job summary

A financial advisory firm in Tustin, CA is seeking an experienced Paraplanner to support senior financial advisors by preparing financial plans and analyzing client data. The ideal candidate must have a Bachelor’s degree in finance or a related field, and at least 3 years of financial planning experience. Proficiency in CRM, eMoney, and Orion is preferred. The role offers a salary between $90,000 and $110,000, along with a comprehensive benefits package which includes 401(k), medical insurance, and paid time off.

Qualifications

• 3+ years of experience in financial planning is required; 5+ years preferred.
• Series 65 license or willingness to obtain full licensing within 2 months of hire.
• Institutional experience with custodians such as Charles Schwab (preferred).

Responsibilities

• Gather and analyze client data to develop financial plans.
• Assist in client presentations with senior advisors.
• Input and manage client data within CRM and related software.

Skills

Research skills

Analytical skills

Problem-solving skills

Client communication

Interpersonal skills

Education

Bachelor’s degree in finance, accounting, or related field

Tools

CRM (Redtail)

eMoney

Orion

Job description

Financial Advisors Network, Inc. is a comprehensive Registered Investment Advisory (RIA) Firm providing tailored financial services to hundreds of local families. Since 1999, we have been dedicated to helping clients achieve their financial goals, managing over $1.1 billion in advisory assets across 700+ households.

Our services include: Retirement Planning, Tax Planning, Insurance Planning, Estate Planning, and Investment Management.

Job Summary

We are seeking a detail-oriented and experiencedParaplannerto support our senior financial advisors. This role involves preparing financial plans, gathering and analyzing client data, assisting with tax projections, and ensuring portfolios are effectively managed. The ideal candidate is organized, proactive, and capable of working independently while maintaining a strong attention to detail.

Qualifications & Experience

• Bachelor’s degreein finance, accounting, or a related field.
• 3+ years of experience in financial planning (required); 5+ years preferred.
• Strongresearch, analytical, and problem-solvingskills.
• Ability to work independently and meet deadlines.
• Experience withCRM (Redtail), eMoney, and Orion(a plus).
• Series 65 license & AIFor willingness to obtain full licensing within2 monthsof hire.
• Institutional experience with custodians such asCharles Schwab (preferred), Fidelity, LPL.
• Strongclient communication and interpersonalskills.

Key Responsibilities

• Gather, organize, and analyze client data to develop, implement, and update financial plans using firm-provided software.
• Work closely with advisors to finalize financial plans and assist in client presentations.
• Integrate tax knowledge into financial planning strategies.
• Accurately input and manage client data withinCRM, eMoney, and Orion.
• Review client planning objectives and identify potential opportunities.
• Respond to client inquiries and prepare reports/documents in advance of meetings (financial plans, tax projections, performance reports, etc.).
• Participate in client meetings with advisors, taking notes and ensuring timely follow-up on action items.
• Handle account administration, includingopening/closing accounts, maintenance, and service-related paperwork.
• Manage personal workflows and tasks effectively.

Compensation and Benefits

• Salary:$90,000 - $110,000 (dependent on experience)
• Bonus:Quarterly Net New Bonus potential
• Benefits Package:
• 401(k) with profit sharing
• Medical insurance
• Paid time off (PTO) & holiday pay

Schedule

• Occasional overtime anticipated
• Conferences and external training may require multi-day, out-of-state travel

Location

• In-office positioninTustin, CA (92780)– candidates must be willing torelocate before starting.

Job Type: Full-time

• 401(k)
• Health insurance
• Paid time off

Experience

• finance, accounting, or related field: 3 years (Required)

License/Certification

• Series 65 (Preferred)

Ability to Relocate

• Tustin, CA 92780: Relocate before starting work (Required)