Paraplanner

JOIN OUR TEAM TODAY!We are expanding our operations to better service our growing client base. We have a Paraplanner position available in our Hemet, CA and Redlands, CA office. This is a full-time position reporting directly to our Lead Advisor.YOUR ROLE: The Paraplanner position supports the Advisor in preparing all Client files with critical and pertinent financial planning information. They will work with Clients, independently and as a team member.HOW YOU WILL MAKE AN IMPACT:-Prepare financial summaries, analysis, and plans for Clients.-Prepare for upcoming client appointments.-Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings.-Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings.-Follow-up on all action items in a timely and thorough manner.-Research information as necessary on a case-by-case basis.-Assist in maintaining files and incoming calls to ensure appropriate hand off.-Maintain and update regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work.- Support the Advisor in serving clients.-Work with team on file prep, as necessary.-Provide exceptional client care while receiving and responding to client requests.-Open new client accounts, process account applications, and manage monetary transfers.-Receive and respond to client service requests each day, and in a timely manner.WHY YOU ARE THE RIGHT PERSON:Series 65 required· Concentration in accounting, business, economics, or financial planning encouraged.· Three years + of experience in the finance industry.

Created: 2025-02-21