Wealth Planning Paraplanner — Flexible PTO & 401k Match

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

Benefits offered by this job

Medical, dental, vision insurance on 1

Flexible PTO

401k matching

Job summary

Natoma Wealth in Folsom, CA seeks a Paraplanner to support Wealth Advisors with data gathering, planning documents, and meeting prep. You will organize client information, prepare financial plans, and keep plans current.

You will attend client meetings and follow up on action items, contributing to a client-centric wealth management approach. Ideal candidates have a Bachelor’s degree, 2+ years in a similar role, and Series 65 or willingness to obtain licenses.

Qualifications

• Excellent communication skills, both written and verbal, with a client-centric approach.
• Demonstrated ability to multi-task and solve problems proactively.
• Ability to work independently and set priorities in a fast-paced environment.
• Familiarity with a variety of investment tools and financial planning concepts.

Responsibilities

• Gather, organize and assess client data and financial documents for planning.
• Assist Wealth Advisor with creating client financial plans and scenarios.
• Attend client meetings and document outcomes and action items.
• Manage tasks in CRM and monitor progress.
• Respond to client questions and assist with financial planning topics.

Skills

Interpersonal communication

Organized

Analytical

Independent worker

CRM proficiency

Excel/Outlook/Word

Confidentiality & ethics

Team player

Education

Bachelor’s Degree

Series 65 license

Tools

CRM

Excel

Word

Outlook

Job description

Natoma Wealth in Folsom, CA seeks a Paraplanner to support Wealth Advisors with data gathering, planning documents, and meeting prep. You will organize client information, prepare financial plans, and keep plans current.

You will attend client meetings and follow up on action items, contributing to a client-centric wealth management approach. Ideal candidates have a Bachelor’s degree, 2+ years in a similar role, and Series 65 or willingness to obtain licenses.