Paraplanner - Natoma Wealth

Hightower Advisors; Folsom (CA); Vor Ort; USD 65.000 - 80.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Flexible PTO

401k matching

Discretionary bonus

Zusammenfassung

Natoma Wealth, based in Folsom, CA, seeks a Paraplanner to gather and prepare planning documents, support Wealth Advisors, and keep plans current. You will work with the team to compile client data, financial statements, tax returns, and planning materials for meetings and ongoing updates.

The role emphasizes data organization, CRM usage, and collaboration with CPAs, attorneys, and other professionals to ensure accurate, timely financial planning deliverables.

Qualifikationen

• Bachelor’s degree required.
• Two or more years of experience in a similar position.
• Series 65 license; other licenses may be required over time.
• Willingness to pursue continuing education in the industry.
• Ability to maintain confidentiality and ethics.

Aufgaben

• Gather and organize client data to develop financial plans.
• Assist in preparing client financial plans and scenarios.
• Attend client meetings and take notes.
• Update CRM with tasks and client information.
• Prepare correspondence, spreadsheets, and reports for clients.
• Collaborate with CPAs, attorneys, and other professionals.
• Monitor client portfolios with Wealth Advisor.

Kenntnisse

Interpersonal communication

Analytical thinking

Multi-tasking

Independent work

Confidentiality & ethics

Team collaboration

Organizational skills

Proficiency in Word

Proficiency in Excel

CRM experience

Outlook proficiency

Ausbildung

Bachelor’s Degree

Series 65 license

Tools

CRM

Word

Excel

Outlook

Jobbeschreibung

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.