Wealth Paraplanner - Remote Day, $90K–$110K + Bonus

Forgent Ltda.; Menlo Park (CA); Presencial; USD 90.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Full benefits

Safe Harbor 401(k)

CFP education & conferences

Descripción de la vacante

Forgent Ltda. in Menlo Park, CA is seeking a Paraplanner to support client relationships at a referral-driven wealth management practice.

You will build and update plans covering retirement, cash flow, tax, insurance, education, and estate, and prepare the analyses for new-client meetings and reviews. The role offers a base of $90,000 to $110,000 plus a semiannual bonus around 10%, full benefits, Safe Harbor 401(k), and CFP education and conferences.

Formación

• 3 to 7 years as paraplanner or in client service focused on planning.
• Experience building plans in eMoney and performing tax/retirement analyses.
• Strong proactive communication and deadline discipline.

Responsabilidades

• Build and update retirement, cash flow, tax, insurance, education, and estate plans.
• Prepare analyses for new-client meetings and annual/semiannual reviews.
• Collaborate with a senior paraplanner during peak tax planning season.

Conocimientos

Paraplanner

eMoney

CFP training

Licensing knowledge

Educación

CFP Certification

Herramientas

eMoney

Descripción del empleo

Forgent Ltda. in Menlo Park, CA is seeking a Paraplanner to support client relationships at a referral-driven wealth management practice.

You will build and update plans covering retirement, cash flow, tax, insurance, education, and estate, and prepare the analyses for new-client meetings and reviews. The role offers a base of $90,000 to $110,000 plus a semiannual bonus around 10%, full benefits, Safe Harbor 401(k), and CFP education and conferences.