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paraplanner jobs in corona, ca

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  • Relationship Manager and Financial Planner

    Pasadena Private Wealth —Pasadena, CA

    Conduct thorough financial analysis using advanced software tools to evaluate client portfolios, cash flow, and compliance with industry regulations.

    $100,000 - $175,000 a year

    Quick Apply

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  • Boutique Recruiting —Pasadena, CA

    Possession of Series 65 license. 5-7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy.

    $100,000 - $150,000 a year

    Quick Apply

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  • 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

    22h


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