Paraplanner

Position Overview

The Paraplanner serves as a key technical partner to the advisory team, supporting financial planning, investment management, portfolio analysis, and client relationship management. This individual will help prepare financial plans, develop investment recommendations, monitor client portfolios, and ensure a seamless client experience throughout the planning process.

Key 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.
• Aid advisors in preparing for client meetings and following up on action items.
• Communicate professionally with clients by phone, email, and written correspondence.
• Respond promptly to client questions while providing exceptional service.
• Troubleshoot client issues and coordinate solutions between clients and advisors.
• Update client information and prepare meeting materials for ongoing reviews.
• Attend client meetings as needed to support advisors and planning discussions.
• Carefully 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.

Qualifications & Experience

• 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, investment principles, 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.

Licensing Requirements

• Current securities licensing is preferred; however, candidates who are not currently licensed must be willing and able to obtain the following:
• FINRA Securities Industry Essentials (SIE®)
• Series 7
• Series 63/65 or Series 66
• State Life & Health Insurance License

Preferred Skills

• Strong understanding of investment management and portfolio allocation.
• Ability to analyze client financial information and develop planning recommendations.
• Excellent organizational and project management skills.
• Ability to anticipate advisor needs and proactively prepare for upcoming client meetings.
• High level of professionalism, integrity, and accountability.
• Desire to continually expand financial planning knowledge and technical expertise.

Growth & Development

• As your experience and technical capabilities grow, you'll have the opportunity to assume increasing responsibility, develop advanced planning skills, and progress along a defined career path within the practice.

Compensation & Benefits

• $38.00–$46.00/hour (Non-Exempt)
• Full-time position
• Employer-subsidized medical and dental insurance
• 401(k) plan
• Discretionary profit-sharing plan
• Discretionary performance bonus
• Paid holidays and personal time off
• Continuing education and licensing reimbursement (at the discretion of the franchise owner)
• Long-term career advancement opportunities

Schedule & Work Environment

• Full-time position averaging 40+ hours per week
• Consistent in-office attendance required during the training period with the possibility of a hybrid schedule in the future based on performance and business needs.
• Professional, collaborative, client-focused environment
• Smoke-free and vape-free workplace
• Opportunity to work closely with experienced advisors while making a meaningful impact on clients' financial success

Why Join Angeles Wealth Group?

• Joining Angeles Wealth Group means becoming part of a team that values collaboration, continuous learning, and exceptional client service.
• You'll gain hands-on experience in every aspect of the financial planning process while working alongside experienced advisors who are committed to your professional development.
• If you're analytical, detail-oriented, passionate about financial planning, and looking for a long-term career with opportunities for growth, we'd love to hear from you.

Equal Opportunity Employer

• Angles Wealth Group is an Equal Opportunity Employer and welcomes applicants from all backgrounds.