Wealth Planning Paraplanner — Flexible PTO & 401k

Hightower Advisors; Folsom (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision

Flexible PTO

401(k) matching

Job summary

Natoma Wealth is seeking a Paraplanner to join our dynamic wealth advisory team in Folsom, CA. You will collect and organize client data, supporting Wealth Advisors in planning meetings and keeping plans current.

You will communicate findings and assist with financial analyses and document preparation. The role includes data gathering from financial statements, tax returns, and estate documents, plus preparing client plans and updates in CRM.

Qualifications

• Bachelor’s degree required.
• Two+ years of experience in a similar role.
• Series 65 license required (licensing may evolve).
• Willingness to expand industry knowledge through continuing education.

Responsibilities

• Gather, organize and assess client data to develop financial plans.
• Prepare and support client financial plans, scenarios, and presentations.
• Attend client meetings and document outcomes and tasks.

Skills

Interpersonal communication

Organizational skills

Analytical thinking

CRM proficiency

Excel proficiency

Confidentiality & ethics

Education

Bachelor’s Degree

Tools

CRM

Outlook

Microsoft Office

Job description

Natoma Wealth is seeking a Paraplanner to join our dynamic wealth advisory team in Folsom, CA. You will collect and organize client data, supporting Wealth Advisors in planning meetings and keeping plans current.

You will communicate findings and assist with financial analyses and document preparation. The role includes data gathering from financial statements, tax returns, and estate documents, plus preparing client plans and updates in CRM.