Wealth Planning Paraplanner - Flexible PTO, 401k Match

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

Benefits offered by this job

Annual base salary $65,000-$80,000

Medical, dental, and vision insurance

Flexible PTO plan

401k matching

Job summary

Natoma Wealth, a dynamic financial advisory practice in Folsom, CA, is seeking a Paraplanner to support Wealth Advisors by gathering data and preparing planning documents. You will help develop client financial plans and run scenarios, keeping plans current and accurate.

You will attend client meetings, take notes, and manage CRM tasks while assisting with client inquiries on financial planning and investments. A Bachelor’s Degree and Series 65 are preferred.

Qualifications

• Bachelor’s Degree required.
• Two or more years of experience in a similar position.
• Series 65 license; other licenses may be required over time.
• Willingness to increase knowledge of the industry through continuing education.
• Ability to gather, organize and analyze client data to support financial planning.

Responsibilities

• Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan.
• Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.
• Attend client meetings and prepare notes after meetings and complete assigned tasks.
• Assign, monitor and complete tasks in CRM.
• Assist clients with questions and issues related to financial planning and investments.

Skills

Communication skills

Organizational skills

Analytical skills

Multi-tasking

Independence

Microsoft Office

Investment tools knowledge

Confidentiality & ethics

Team player

Education

Bachelor’s Degree

Tools

CRM

Word

Excel

Outlook

Job description

Natoma Wealth, a dynamic financial advisory practice in Folsom, CA, is seeking a Paraplanner to support Wealth Advisors by gathering data and preparing planning documents. You will help develop client financial plans and run scenarios, keeping plans current and accurate.

You will attend client meetings, take notes, and manage CRM tasks while assisting with client inquiries on financial planning and investments. A Bachelor’s Degree and Series 65 are preferred.