Wealth Planning Paraplanner: Complex Client Solutions

Cooper McManus; Irvine (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Cooper McManus Wealth Management in Irvine, CA seeks a Paraplanner to serve as the primary execution and analytical partner to a Senior Wealth Manager. You will prepare meeting materials, analyze cash flows, manage insurance and investment applications, and keep client files organized with strict compliance standards.

The ideal candidate has a Bachelor’s degree, 5+ years in wealth management or advisor support, and hands-on experience with life, disability, and annuities.

Qualifications

• Bachelor's Degree; 5+ years in wealth management or advisor support.
• 3+ years directly supporting financial advisors in a client-facing or planning capacity.
• Active Life & Health Insurance License (required); Series 7 preferred or willingness to obtain.

Responsibilities

• Prepare client meeting materials using eMoney, Black Diamond, Kwanti, and Riskalyze/Nitrogen, including net worth statements and cash flow analysis.
• Manage preparation and processing of insurance applications, annuity applications, and alternative investment accounts from start to finish.
• Oversee placement and implementation of insurance, annuity, and alternative products — coordinating with sponsors, custodians, carriers, and internal team members.
• Track advisor recommendations and ensure client planning strategies move forward efficiently.
• Conduct research to support advisor decision-making on complex client situations.
• Coordinate client onboarding and document collection.
• Manage client workflows in Salesforce: action plans, client profiles, tasks, and records.
• Translate advisor meeting notes into actionable follow-through, keeping all client work on track.
• Maintain organized digital client files and ensure strict compliance documentation standards.

Skills

Ownership mindset

Client-facing support

Education

Bachelor's Degree

Tools

Salesforce

eMoney

Black Diamond

Riskalyze

Nitrogen

Excel

Job description

Cooper McManus Wealth Management in Irvine, CA seeks a Paraplanner to serve as the primary execution and analytical partner to a Senior Wealth Manager. You will prepare meeting materials, analyze cash flows, manage insurance and investment applications, and keep client files organized with strict compliance standards.

The ideal candidate has a Bachelor’s degree, 5+ years in wealth management or advisor support, and hands-on experience with life, disability, and annuities.