Top 44 Paraplanner Jobs

Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Paraplanner
Northern Financial Advisors —Bloomfield Hills, MI
- $61,000 - $64,000 a year
- Full-time
- Background check
- Computer literacy
- No experience needed
- Health savings account
- Health insurance
Quick Apply
1d
Client Service Specialist/Financial Paraplanner
Golden Reserve LLC —Akron, OH
- $70,000 - $100,000 a year
- Overtime
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Quick Apply
CFP - Paraplanner
Redstone Federal Credit Union —Huntsville, AL
- Full-time
- English
- Research
- Office
2d
Senior Licensed Paraplanner (Financial Planning, Onboarding & Trading)
Ameriprise Financial —Nashua, NH
- $60,000 - $75,000 a year
- Full-time
- Background check
- Private practice
- Mid-level
- Paid time off
- Professional development assistance
Quick Apply
Paraplanner
ArcBridge Financial Group —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
7d
Paraplanner
Cypress Financial Planning, LLC —Haddon Heights, NJ
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- 401(k)
- Paid time off
Quick Apply
3d
Senior Paraplanner
Raymond James Financial, Inc. —Tukwila, WA
- $75,000 - $83,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Paraplanner - Financial Services Assistant
Eastern Iowa Financial Group —Marion, IA
- $45,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
- Paid time off
- Opportunities for advancement
Quick Apply
5d
Paraplanner
Jambalaya Group —Little Rock, AR
- $65,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
4d
Paraplanner
Capital Strategies —Albuquerque, NM
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Quick Apply
8d
Paraplanner, Associate Advisor
Apollon Wealth Management —Charleston, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Experience working with individuals with disabilities
- Travel reimbursement
Quick Apply
1d
Paraplanner
Thrivent —Austin, TX
- $70,000 - $100,000 a year
- Full-time
- Remote
- Microsoft Excel
- Data analysis skills
- Research
- Paid holidays
- Paid time off
Quick Apply
Paraplanner - Heart of Texas Associates
Thrivent —San Antonio, TX
- $50,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Research
- Paid time off
Quick Apply
Paraplanner / Service Assistant
Tax Brilliance Advisors —United States
- $44,000 - $53,000 a year
- Full-time
- Remote
- Mid-level
- Organizational skills
- 2 years
Quick Apply

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Paraplanner
Cooper McManus Wealth Management —Irvine, CA
Meeting Preparation –prepare materials for client meetings which will involve the use of planning and reporting tools (e.g., Kwanti, eMoney, Riskalyze/Nitrogen,…
$75,000 - $100,000 a year
Quick Apply
Paraplanner
Northern Financial Advisors —Bloomfield Hills, MI
Prepare for meetings by entering financial information into software and spreadsheets. The Paraplanner will report to the Financial Planning staff.
$61,000 - $64,000 a year
Quick Apply
1d

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Paraplanner

Cooper McManus Wealth Management -
Irvine, CA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Process improvement
Research
Bachelor's degree
Attention to detail
Annuities
CRM system proficiency
Experience practicing in the securities industry
Delegation

Full Job Description

Position Overview

Join a fast-growing wealth management firm where authentic relationships drive outstanding results. We’re seeking a detail-oriented and highly organized professional to serve as a key execution and analytical partner to our Financial Advisors. This role is critical to delivering an exceptional client experience by ensuring planning and implementation work is completed in a timely manner accurately and efficiently.

The ideal candidate is one who thrives in a fast-paced, deadline-driven environment and demonstrates strong problem-solving skills. Success in this role requires the ability to manage multiple priorities, adapt quickly to new systems and processes and maintain a high level of accountability. This role is best suited for the individual who takes pride in execution, respects existing procedures, enjoys building and maintaining efficient processes, and wants to develop deep expertise in a critical operational role. If you are a motivated self-starter who enjoys combining analytical thinking with execution and wants to work with a firm that values precision, responsiveness and excellence, we would love to hear from you!

Position Requirements

Bachelor’s Degree
5+ years of industry experience
Experience working with insurance, annuity, and Alternative Investment products
Insurance license, Securities licenses

Desired Skills

Ability to organize, prioritize, and multi-task a variety of client situations daily
Strong sense of ownership with the ability to follow through on tasks from initiation to completion
Exceptional attention to detail and commitment to accuracy in all work
Ability to work under pressure and effectively manage competing deadlines
Strong written and verbal communication skills, with the ability to communicate clearly, professionally, and empathetically with clients, advisors, and external partners
Ability to understand advisor directions and translate into clear, actionable steps
Process-oriented mindset with the ability to build, manage, and improve workflows
Ability to troubleshoot ambiguous situations with limited direction
Ability to collaborate effectively as part of a team
Experience with core wealth management systems, including Salesforce, custodial, performance reporting, and workflow platforms
Proficiency in Microsoft Office Suite

Position Duties

Duties include but are not limited to the following:

Meeting Preparation –prepare materials for client meetings which will involve the use of planning and reporting tools (e.g., Kwanti, eMoney, Riskalyze/Nitrogen, Black Diamond), and development of financial outputs such as net worth statements, cash flow, depletion analysis, and updates on planning strategies (e.g., Pledge Asset lines, 1031 exchanges); Identify planning considerations that may require advisor attention
Manage the preparation and processing of insurance applications, annuity applications, and alternative investment accounts, ensuring accuracy and completion
Track and support implementation of Advisor recommendations and client planning strategies
Oversee the implementation and placement of insurance, annuity and alternative products, coordinating with sponsors, custodians, carriers, and internal team members
Conduct research to support advisor decision-making on client situations
Assist advisors in evaluating complex client planning scenarios
Coordinate client onboarding and document collection, working with clients and internal team members to procure and organize financial documents
Utilize Salesforce to manage client workflows, including implementing action plans, updating client records, maintaining Client Profiles, and creating and assigning tasks
Support advisors by translating meeting notes and direction into actionable tasks and follow-through, ensuring all client work progresses efficiently
Maintain organized digital client files and ensure all documentation is complete and up to date
Maintain respect for and strict adherence to compliance regulations and ensure required documentation and client approvals are completed accurately

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor and Cooper McManus Wealth Management are not affiliated.

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Experience:

Paraplanning: 1 year (Required)

Ability to Commute:

Irvine, CA 92618 (Required)

Work Location: In person

Quick Apply

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