Top 1 Paraplanner (associate advisor) in carlsbad, Jobs in Carlsbad Ca

Paraplanner (Associate Advisor) in Carlsbad, CA
ValueBase Consulting —Carlsbad, CA
- $30 an hour
- Full-time
- Mid-level
- Office
- Finance

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Paraplanner (Associate Advisor) in Carlsbad, CA

ValueBase Consulting -
Carlsbad, CA

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Job Details

Full-time
$30 an hour

Qualifications

Data interpretation

Full Job Description

Paraplanner

Carlsbad, CA
Full-Time | Monday–Friday, 8:30 AM – 5:00 PM
Non-Exempt (Hourly)
Pay: $30/hour (W2)

Job Overview

We are seeking a detail-oriented Paraplanner to support our financial planning team in delivering high-quality, comprehensive financial plans for our clients. This role works closely with advisors to prepare planning analyses, maintain data accuracy, and ensure all deliverables meet the firm’s standards.

The ideal candidate thrives in a collaborative team environment, enjoys analytical and detail-driven work, and takes pride in helping clients achieve their financial goals.

Key Responsibilities

Gather, organize, and verify client financial data
Build and update comprehensive financial plans, including:
- Cash flow analysis
- Retirement planning
- Education planning
- Tax strategies
- Insurance analysis
- Complex scenario modeling
Assist advisors with scenario modeling, investment recommendations, and plan development
Prepare pre-meeting summaries and support client meetings
Complete follow-up tasks and respond to client inquiries
Track planning tasks and deadlines across multiple client engagements
Maintain accurate client documentation and ensure compliance with firm processes

Required Qualifications

Degree in Economics, Finance, Financial Planning, Accounting, or related field (or equivalent work experience)
Strong team-oriented mindset with excellent collaboration skills
Self-starter with the ability to manage tasks independently
Strong analytical and problem-solving skills
Exceptional attention to detail and accuracy
Ability to manage multiple priorities and deadlines

Preferred Qualifications

CFP coursework completed
SIE and/or Series 65 license
Experience with financial planning software (e.g., eMoney)
Prior experience supporting financial advisors

Why Join Us

Collaborative and supportive team environment
Opportunity to work on comprehensive financial planning strategies
Growth potential within a professional financial services firm

Apply Now

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paraplanner (associate advisor) in carlsbad, jobs in carlsbad ca