Wealth Planning Paraplanner — Detail‑Oriented Analyst

Jamba Juice; Arcadia (CA); Presencial; USD 52.000 - 63.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Employer-subsidized medical and dental

401(k) plan

Discretionary profit-sharing

Discretionary performance bonus

Paid holidays and PTO

Continuing education/licensing reimb.

Career advancement opportunities

Descripción de la vacante

Angeles Wealth Group in Arcadia, CA seeks a Paraplanner to support financial planning and investment management for the advisory team. You will gather client data, prepare recommendations, and assist with portfolio analysis and ongoing account management.

The ideal candidate enjoys analytical work, thrives in a collaborative environment, and seeks to advance in wealth planning. This is a full-time, in-office role with potential hybrid schedules based on performance.

Formación

• Bachelor's degree required.
• Degree in Finance, Economics, Accounting, or a related field preferred.
• Two+ years of experience in financial planning, investment management, or a related financial services role.
• Working knowledge of portfolio management and investment principles.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office, CRM, and investment management software.

Responsabilidades

• Prepare preliminary financial planning recommendations for advisor review.
• Gather and organize client financial information to support comprehensive planning.
• Develop customized investment and portfolio recommendations aligned with client goals and risk tolerance.
• Prepare financial planning reports, presentations, charts, and meeting materials.
• Assist with deep-dive planning sessions and investment implementation.
• Monitor client portfolios and identify allocation adjustments.
• Complete MAARs with advisors or third-party providers.
• Execute approved trades, transfers, cash movements, and account maintenance.

Conocimientos

Analytical

Detail-oriented

Communication

Team player

Educación

Bachelor's degree

Finance/Econ/Accounting degree preferred

Herramientas

Microsoft Office

CRM

Financial planning software

Descripción del empleo

Angeles Wealth Group in Arcadia, CA seeks a Paraplanner to support financial planning and investment management for the advisory team. You will gather client data, prepare recommendations, and assist with portfolio analysis and ongoing account management.

The ideal candidate enjoys analytical work, thrives in a collaborative environment, and seeks to advance in wealth planning. This is a full-time, in-office role with potential hybrid schedules based on performance.