Paraplanner - Natoma Wealth

Colonial Group; Folsom (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible PTO

401k matching

Job summary

Natoma Wealth in Folsom, CA is seeking a dedicated paraplanner to support wealth advisors. You will gather data, prep planning documents, and help keep client plans current.

Join a client-centric team focused on holistic wealth management. The role offers base salary, benefits, and opportunities for professional growth.

Qualifications

• Bachelor’s degree required.
• Two or more years of paraplanner experience preferred.
• Series 65 license or willingness to obtain.
• Willingness to advance industry knowledge via ongoing education.

Responsibilities

• Gather and organize client data and documents for financial plans.
• Prepare client financial plans, scenarios, and presentations.
• Attend client meetings and record notes.
• Update CRM and monitor assignments.
• Collaborate with CPAs, attorneys, and insurance agents.
• Support wealth advisors in portfolio monitoring.

Skills

Communication

Analytical thinking

Independent work

Confidentiality

Team player

Multitasking

Education

Bachelor’s Degree

Series 65 license

Tools

Word

Excel

CRM

Outlook

Investment tools

Job description

Your Future Team

Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.

Characteristics you will need for this role:

• Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.
• Agile. You maintain composure and remain positive under pressure even in complex situations.
• Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.
• Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.
• Organized. You create clear and logical processes to support your work and that of the organization.

Job Summary

We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.

What You’ll Do

• Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan. Summarize / communicate information to the Wealth Advisor.
• Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.
• Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.
• Assign, monitor and complete tasks in CRM.
• Assist clients with questions, requests and/or issues related to various financial planning and investment topics.
• Assist in analysis of clients outside holdings.
• Gather information, prepare and follow up on updated net worth summaries and other financial information.
• Request, scan and electronically file client tax returns and update CRM for advisor review.
• Assist with documenting policies and procedures for the development of financial plans and other related workflows.
• Compose and prepare correspondence and client documents, including spreadsheets and reports as required.
• Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.
• Assist Wealth Advisor in monitoring clients’ portfolios.

Required Skills

• Interpersonal, listening and written/verbal communication skills.
• Must be organized, analytical, able to multi-task and proactively research and solve problems.
• Able to work independently and establish priorities.
• Proficiency in Word, Excel, CRM and Outlook.
• Working knowledge of a variety of investment tools.
• Excellent follow-through and communication to team members regarding status of open items.
• Able to work with the highest standards of confidentiality and ethics.
• Team player, able to work well with all levels of the practice, and clients.

What You’ll Bring

• Bachelor’s Degree
• Two or more years of experience in a similar position
• Series 65 license, other licenses may be required over time
• Must be willing to increase knowledge of the industry through continuing education

What We Offer

• Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus
• Coverage on the first day of employment for medical, dental, and vision insurance
• Flexible PTO plan
• 401k matching plan

AN EQUAL OPPORTUNITY EMPLOYER: Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.