Paraplanner – Advisor Track (Planning & Income Modeling Focus)

Monolith Financial Group; Roseville (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Monolith Financial Group in Roseville, CA seeks a Paraplanner – Advisor Track (Planning & Income Modeling Focus) to support financial advisors by preparing detailed plans, income models, and retirement projections, plus data analysis for client portfolios.

This full-time, on-site role collaborates with advisors, helps update plans as client circumstances change, drafts clear plan summaries and reports, and develops advisory skills with potential to move into a client-facing position.

Qualifications

• Strong financial planning skills including retirement, income, and cash flow modeling.
• Analytical skills and proficiency in finance and investments to evaluate portfolios.
• Report writing ability to create clear, concise plan documents and summaries.
• Understanding of insurance and investment advisory concepts; beneficial experience in financial services.

Responsibilities

• Prepare detailed financial plans, income models, and retirement projections.
• Gather and organize client information; support investment and insurance analysis.
• Draft clear, accurate plan summaries and reports for client meetings.
• Collaborate with advisors; update plans as client circumstances change; maintain documentation and compliance records.

Skills

Financial planning

Analytical skills

Report writing

Insurance concepts

CFP trajectory

Attention to detail

CRM tools

Communication

Education

Bachelor’s in Finance/Economics/Business

CFP or similar designation (plus)

Tools

Finance software

Spreadsheets

CRM tools

Job description

Company Description Monolith Financial Group is an independent advisory firm dedicated to building lasting, trust-based relationships with every client. The firm provides insurance products through Monolith Financial Group, Inc., and offers investment advisory services through AE Wealth Management, LLC, a Registered Investment Adviser. While AE Wealth Management does not offer insurance products, Monolith’s insurance offerings are separate from investment advisor requirements and follow applicable regulations. The firm’s combined focus on insurance and investment advisory services allows clients to receive comprehensive financial guidance. Monolith operates with a strong commitment to integrity, transparency, and long-term financial planning.
Role Description The Paraplanner – Advisor Track (Planning & Income Modeling Focus) is a full-time, on-site role based in Roseville, CA. This role supports financial advisors by preparing detailed financial plans, income models, and retirement projections, as well as conducting data analysis and scenario modeling for client portfolios. Daily responsibilities include gathering and organizing client information, assisting with investment and insurance product analysis, and drafting clear, accurate plan summaries and reports. The paraplanner collaborates closely with advisors during client meetings, helps update plans based on changing client circumstances, and maintains documentation and compliance records. This position is designed as an advisor track role, providing opportunities to develop advisory skills and advance into a client-facing position over time.

Qualifications

• Strong Financial Planning skills, including experience with retirement, income, and cash flow modeling.
• Analytical Skills and proficiency in Finance and Investments to evaluate portfolios and support recommendations.
• Report Writing ability to create clear, concise, and client-friendly financial plan documents and summaries.
• Understanding of insurance and investment advisory concepts; prior experience in a financial services or wealth management environment is beneficial.
• Bachelor’s degree in Finance, Economics, Business, or a related field preferred; progress toward CFP® or similar designation is a plus.
• High attention to detail, strong organizational skills, and capability to manage multiple client cases simultaneously.
• Comfort working with financial planning software, CRM tools, and spreadsheets; ability to learn new systems quickly.
• Strong interpersonal and communication skills, with a commitment to ethical conduct and client-centered service.