Paraplanner

Position Overview

The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs. This individual will work closely with advisors to ensure a seamless planning experience while helping maintain the high level of service our clients expect.

Key Responsibilities

• Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Gather, review, and analyze client financial information to support planning strategies and recommendations
• Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings
• Develop portfolio and product solution recommendations that align with client goals, risk tolerance, and time horizon
• Maintain client communication throughout the financial planning process
• Respond to client inquiries and provide account servicing support as appropriate and allowable
• Review and update client information in preparation for client review meetings
• Attend and participate in client meetings as needed
• Cook up and track projects, follow-up items, and ongoing planning initiatives
• Perform additional practice management and client service responsibilities as assigned

Qualifications & Experience

• Bachelor's degree preferred
• Two or more years of financial services industry experience preferred
• Previous experience in a paraplanner, financial planning, client service, or advisor support role strongly preferred
• Strong analytical, organizational, and problem-solving skills
• Exceptional attention to detail and accuracy
• Able to manage multiple priorities and deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Able to work independently while collaborating effectively with advisors and team members

Licensing Requirements

• Candidates must currently hold or be willing to obtain the following licenses within six months of hire:
• Series 7
• Series 66
• State Life, Accident, and Health Insurance License

Preferred Skills

• Strong client service and relationship management skills
• Accountability and ownership mindset
• Effective self-management and time management
• Technology proficiency and ability to quickly learn new systems
• Experience creating polished and visually appealing client materials
• High level of professionalism and confidentiality
• Ability to support compliance and regulatory requirements within the practice
• Positive attitude and commitment to continuous learning and professional development

Compensation & Benefits

• $31–$43 per hour, depending on experience
• Full-time position (40 hours per week)
• Paid time off and paid holidays
• 401(k) with employer match
• Long-term disability
• Professional development and licensing support
• Opportunity to work closely with experienced financial advisors and planning professionals

Schedule & Work Environment

• Full-time, in-office position located in Calabasas, CA
• Collaborative and team-oriented culture
• Fast-paced financial planning environment
• Significant interaction with advisors and clients
• Opportunity to make a meaningful impact on both client outcomes and practice success