Wealth Planning Paraplanner — Growth Path

Jambalaya Group; Arcadia (CA); On-site; USD 108,886,000 - 132,029,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Profit sharing

License reimbursement

Paid holidays

Continuing education

Job summary

Angeles Wealth Group is seeking a Paraplanner in Arcadia, CA, to join its private wealth advisory practice. You will support financial planning, investment analysis, and client relationship management while preparing recommendations and meeting materials.

Ideal candidates have a bachelor’s degree, 2+ years in financial services, and strong analytical skills. The role offers a defined career path, compliance awareness, and opportunities for advancement in wealth management.

Qualifications

• Bachelor's degree required
• Degree in Finance, Economics, Accounting, or a related field preferred
• Two or more years of experience in financial planning, investment management, or a related financial services role
• Working knowledge of portfolio management and comprehensive financial planning
• Strong analytical, organizational, and problem-solving skills
• Exceptional attention to detail and accuracy
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative team player with a proactive, service-oriented mindset
• Proficiency with Microsoft Office and financial planning, CRM, and investment management software

Responsibilities

• 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, risk tolerance, and time horizon
• Prepare financial planning reports, presentations, charts, and other client meeting materials
• Assist with deep-dive planning sessions and investment implementation
• Monitor client portfolios and identify allocation adjustments as appropriate
• Complete Managed Account Annual Reviews (MAARs) alongside advisors or third-party providers
• Execute approved trades, transfers, cash movements, and account maintenance activities
• Assist advisors in preparing for client meetings and following up on action items
• Communicate professionally with clients by phone, email, and written correspondence
• Attend client meetings as needed to support advisors and planning discussions
• Coordinate planning projects and ensure timely completion of client deliverables
• Support practice management initiatives, client events, seminars, and other operational projects
• Maintain high standards of accuracy, confidentiality, compliance, and regulatory requirements
• Perform additional responsibilities as assigned to support the continued growth of the practice

Skills

Analytical thinking

Attention to detail

Communication

Microsoft Office

CRM software

Client service

Education

Bachelor's degree

Finance degree

Economics degree

Tools

CRM software

Investment software

Job description

Angeles Wealth Group is seeking a Paraplanner in Arcadia, CA, to join its private wealth advisory practice. You will support financial planning, investment analysis, and client relationship management while preparing recommendations and meeting materials.

Ideal candidates have a bachelor’s degree, 2+ years in financial services, and strong analytical skills. The role offers a defined career path, compliance awareness, and opportunities for advancement in wealth management.