Paraplanner - Natoma Wealth

About the role

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.

Responsibilities

• Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan.
• Summarize / communicate information to the Wealth Advisor.
• Aid Wealth Advisor with preparing client financial plans, financial scenarios and presentations.
• Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.
• Assign, monitor and complete tasks in CRM.
• Aid clients with questions, requests and/or issues related to various financial planning and investment topics.
• Assist in analysis of clients outside holdings.
• Gather information, prepare and follow up on updated net worth summaries and other financial information.
• Request, scan and electronically file client tax returns and update CRM for advisor review.
• Assist with documenting policies and procedures for the development of financial plans and other related workflows.
• Compose and prepare correspondence and client documents, including spreadsheets and reports as required.
• Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.
• Aid Wealth Advisor in monitoring clients’ portfolios.

Requirements

• Interpersonal, listening and written/verbal communication skills.
• Organized, analytical, able to multi-task and proactively research and solve problems.
• Able to work independently and establish priorities.
• Proficiency in Word, Excel, CRM and Outlook.
• Working knowledge of a variety of investment tools.
• Excellent follow-through and communication to team members regarding status of open items.
• Able to work with the highest standards of confidentiality and ethics.
• Team player, able to work well with all levels of the practice, and clients.

Qualifications

• Bachelor’s Degree
• Two or more years of experience in a similar position
• Series 65 license, other licenses may be required over time
• Must be willing to increase knowledge of the industry through continuing education

What You’ll Bring

• Bachelor’s Degree
• Two or more years of experience in a similar position
• Series 65 license, other licenses may be required over time
• Must be willing to increase knowledge of the industry through continuing education

Pay

Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus

Schedule

Flexible PTO plan

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k matching plan

What We Offer

• AN EQUAL OPPORTUNITY EMPLOYER: Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.