Wealth Planning Associate - Paraplanner

Financial Planner Recruiting, LLC; San Diego (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Profit-Sharing Plans

Job summary

A rapidly growing wealth management firm in San Diego seeks a motivated Paraplanner/Associate Advisor. The role involves partnering with Financial Advisors to provide excellent client service, manage financial plans, and coordinate with various professionals. Ideal candidates possess strong interpersonal skills, attention to detail, and a desire to grow within the firm. Competitive salary range of $80-110K with comprehensive benefits included.

Qualifications

• 2-5 years+ experience in wealth management or financial services.
• Prior experience in a Registered Investment Advisor firm is a plus.

Responsibilities

• Prepare client appointment agendas and follow through on assignments.
• Attend client appointments and summarize actions for clients.
• Keep technology systems updated and manage communications.

Skills

Interpersonal Skills

Attention to Detail

Problem Solving

Client Service

Time Management

Education

College Graduate

Tools

Microsoft Office Suite

CRM

Salesforce

DocuSign

Emoney

Orion

Job description

A rapidly growing wealth management firm in San Diego seeks a motivated Paraplanner/Associate Advisor. The role involves partnering with Financial Advisors to provide excellent client service, manage financial plans, and coordinate with various professionals. Ideal candidates possess strong interpersonal skills, attention to detail, and a desire to grow within the firm. Competitive salary range of $80-110K with comprehensive benefits included.