Paraplanner | Financial Planning Associate - Newport Beach
1 day ago
Job description
Paraplanner | Financial Planning AssociateJoin Our Collaborative Team
For more than 55 years, our firm has been committed to helping clients achieve lasting financial security through comprehensive financial planning and wealth management.
We are seeking a detail-oriented and analytical Paraplanner to support our Financial Planning Department in our Newport Beach office.This role plays a key part in the preparation and delivery of comprehensive financial plans for clients, including executives, professionals, and business owners.
Position OverviewAs a Paraplanner, you will work closely with experienced advisors to develop customized financial strategies. This position offers hands-on exposure to complex planning scenarios and meaningful involvement in the client planning process. Responsibilities span technical analysis, client coordination, plan preparation, and collaboration with outside professionals.
Primary Responsibilities
Assist advisors in preparing financial planning proposals, engagement agreements, and onboarding materials
Collect, organize, and analyze client financial data
Prepare detailed financial plan reports for advisor and client reviews
Participate in financial plan presentations as appropriate
Coordinate with clients' accountants and attorneys to facilitate information gathering and implementation
Contribute to internal training materials and process improvements
What We Offer
Competitive compensation
401(k) with employer match
Health, dental, vision, and life insurance (employee contribution required)
Generous Paid Time Off
Work schedule designed to support work-life balance
Professional development and licensing support
Collaborative, team-oriented office environment
Qualifications
Bachelor's degree (Business, Finance, Economics, or related field preferred)
1 to 3 years of financial planning or related experience
Series 7 and 66 securities registrations (or ability to obtain within 6 months)
Must be appointed as a Registered Representative with Cetera Wealth Services, LLC within required timeframe
Strong Microsoft Office proficiency
Ability to become an advanced user of financial planning software (eMoney experience preferred)
Excellent written and verbal communication skills
Exceptional attention to detail and organizational ability
Ability to manage multiple priorities in a deadline driven environment
Candidates must meet background check and fingerprinting requirements and comply with FINRA disclosure requirements, including Form U4 reporting obligations.
Work Location
In-Person:
Newport Beach Office
Employment Type
Full-Time | Non-Exempt
Compensation
The expected pay range for this position is $2,725-$3,350 per semi monthly pay period. Compensation will be determined based on experience and other factors permitted by law.
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