Paraplanner/Associate Advisor

The Well; Dana Point (CA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Mentorship from lead advisor

Designation support

Beachside office

Growth opportunities

Job summary

The Well, a boutique independent RIA in Dana Point, CA, seeks a Paraplanner / Associate Advisor to join their close-knit team. This on-site role focuses on advanced planning for trusts, tax strategy, philanthropy, and multi-generational wealth, with direct mentorship from a lead advisor.

Ideal candidates have 3+ years in financial planning, a serving mindset, and are local to Dana Point. CFP in progress or completed is a strong plus, with opportunities for designation-support and growth within

Qualifications

• 3+ years of financial planning or wealth management experience.
• Local to the Dana Point / South Orange County area.
• CFP in progress or completed is a strong plus.

Responsibilities

• Prepare and maintain comprehensive financial plans and sophisticated analyses.
• Coordinate with CPAs, attorneys, trustees, and insurance professionals on complex client matters.
• Support trust and estate implementation, tax planning, insurance planning, and philanthropic strategy.
• Draft client communications and conduct rapid same-day follow-up after advisor meetings.
• Help senior and multi-generational client families navigate life transitions with white-glove care.

Skills

Financial planning

Wealth management

Emotional intelligence

Education

CFP certification

Job description

Paraplanner / Associate Advisor| Dana Point, CA | On-site

$80,000 - $95,000 |

Are you a financial planning professional who leads with your heart as much as your technical skills? Do you want to work on genuinely complex planning- trusts, tax strategy, philanthropy, multi-generational wealth, senior care transitions - alongside an advisor who will invest in your growth every step of the way?

We are recruiting on behalf of our client - a boutique independent RIA based in Dana Point, CA - for a Paraplanner / Associate Advisor to join their small, close-knit team.

What you will do:

• Prepare and maintain comprehensive financial plans and sophisticated planning analyses
• Coordinate with CPAs, attorneys, trustees, and insurance professionals on complex client matters
• Support trust and estate implementation, tax planning, insurance planning, and philanthropic strategy
• Draft client communications and conduct rapid same-day follow-up after advisor meetings
• Help senior and multi-generational client families navigate life transitions with white-glove care

What they are looking for:

• 3+ years of financial planning or wealth management experience
• A genuine serving mindset and strong emotional intelligence
• Comfort in an independent RIA environment
• A commitment to lifelong learning and professional development
• Local to the Dana Point / South Orange County area
• CFP in progressor completed is a strong plus

What makes this role special:

• Direct mentorship from a seasoned lead advisor who loves to teach and develop talent
• Salary increases tied to designation completions - your growth is rewarded
• Employer shares in the cost of professional designations
• A beachside community office with a collaborative, non-hierarchical culture
• A clear path to expanded client responsibility for those who want it

This is not a cubicle role. This is a seat at the table with a firm that does meaningful, relationship-first planning for families who have trusted them for decades.