Wealth Planning Associate - Paraplanner

CFG Wealth Management, LLC; Irvine (CA); Híbrido; USD 100.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

401(k) with match

PTO

CFP CE support

Descripción de la vacante

CFG Wealth Management and Insurance Solutions in Irvine, CA is seeking an Associate Wealth Management Advisor to partner with our advisors, build comprehensive financial plans, and guide them to implementation. This is a back-end support role, not a sales position, with occasional client meetings to gather notes and provide planning insights.

You will assemble client financial pictures, create polished plans, and ensure accuracy before presenting to clients and advisors.

Formación

• Excellent attention to detail as plans drive major client decisions.
• Strategic thinking to assemble a complete financial picture into a plan.
• Clear client communication of complex planning concepts.

Responsabilidades

• Gather and analyze each client's full financial picture.
• Build comprehensive financial plans and present findings.
• Coordinate with advisors and support teams to implement plans.

Conocimientos

Attention to detail

Strategic thinking

Client communication

Ownership

Organization

Collaboration

Integrity

Educación

Bachelor's degree in finance, business, economics, or related field

CFP certification or in progress

Herramientas

eMoney

MoneyGuidePro

RightCapital

Microsoft Office / Google Workspace

Descripción del empleo

CFG Wealth Management and Insurance Solutions in Irvine, CA is seeking an Associate Wealth Management Advisor to partner with our advisors, build comprehensive financial plans, and guide them to implementation. This is a back-end support role, not a sales position, with occasional client meetings to gather notes and provide planning insights.

You will assemble client financial pictures, create polished plans, and ensure accuracy before presenting to clients and advisors.