Paraplanner – Comprehensive Financial Planning (Tustin, CA)

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

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.