Wealth Planning Paraplanner — Path to Advisor

Stratos Wealth Partners; Redwood City (CA); On-site; USD 70,000 - 94,000; Full time

Benefits offered by this job

Defined career path with pay ranges

Licensing exams & CFP education

Hands-on mentorship

Competitive benefits package

401k with employer matching

Generous PTO & paid holidays

Medical, Dental & Vision coverage

Wellness benefit

Job summary

Pettinelli Financial Partners in Redwood City, CA is seeking a Paraplanner to join our team in-office. The role supports financial planning, data gathering, plan building and meeting prep, working closely with advisors and the client service team to ensure thorough delivery and follow-up.

We offer a defined career path with pay raises for promotions and licenses, firm-sponsored licensing exams and CFP education support, mentorship, a robust benefits package, 401k matching, generous PTO, and

Qualifications

• Bachelor’s degree in finance, business, accounting, economics or related field, or equivalent experience.
• 1+ year of professional experience in financial services, tax, accounting or client service.
• Licenses: SIE within 6 months; Series 7, Series 66 and California Life, Accident & Health within 12 months; CFP pursuit encouraged.

Responsibilities

• Prepare client meetings for advisors following the firm’s planning process, gathering documents and updating data.
• Build and update financial plans, run analyses and prepare pre-meeting summaries and agendas.
• Attend client meetings, take notes and assist with beneficiary reviews and follow-up.
• Log meeting notes and action items in CRM within 24 hours; manage meeting follow-up items.
• Support planning needs: data gathering, collaboration with attorneys/CPAs, and plan deliverables.
• Set up and support clients on the eMoney portal and use reports in client deliverables.
• Assist with onboarding, document collection, and compliance with firm/vendor requirements.

Skills

Attention to detail

Client service mindset

Communication skills

Organizational skills

Education

Bachelor’s degree in finance, business, accounting, economics or related field

Equivalent experience considered

SIE license

Series 7

Series 66

California Life license

Accident & Health license

CFP pursuit

Tools

eMoney

Salesforce

Redtail

Wealthbox

Job description

Pettinelli Financial Partners in Redwood City, CA is seeking a Paraplanner to join our team in-office. The role supports financial planning, data gathering, plan building and meeting prep, working closely with advisors and the client service team to ensure thorough delivery and follow-up.

We offer a defined career path with pay raises for promotions and licenses, firm-sponsored licensing exams and CFP education support, mentorship, a robust benefits package, 401k matching, generous PTO, and