Top 4 Paraplanner Jobs in Anaheim Ca

Paraplanner / Associate Financial Advisor
Ameriprise Financial —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
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/Client Service Advisor
Financially Yours Advisory Services —Orange, CA
- $35 - $42 an hour
- Part-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
Paraplanner
Ameriprise Financial - California —Arcadia, CA
- $38 - $46 an hour
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
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Paraplanner / Associate Financial Advisor
Ameriprise Financial —Irvine, CA
Monitor transactions and resolve discrepancies. Experience with trading, transactions, and account documentation.
$85,000 - $100,000 a year
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

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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 / Associate Financial Advisor

Ameriprise Financial -
Irvine, CA

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Job Details

Full-time
$85,000 - $100,000 a year

Benefits

Health insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Trade execution in financial markets
Research
Series 7
Bachelor's degree
Experience practicing in the securities industry

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner / Associate Financial Advisor (AFA) to support our growing wealth management practice.
This role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client relationships to help deliver strong client outcomes.

Key Responsibilities

Client & Advisory Support

Prepare materials and recommendations for client meetings
Assist with client onboarding and ongoing service needs
Support advisors in delivering a consistent client experience

Trading & Transactions

Execute trades in accordance with firm policies and client objectives
Process contributions, distributions, transfers, and rollovers
Monitor transactions and resolve discrepancies

Financial Planning & Analysis

Assist in the development and maintenance of financial plans
Reach out to clients to request updated financial documents in preparation of the planning meeting.
Support tracking of required distributions and key planning deadlines

Investment Research & Portfolio Support

Conduct research to support portfolio strategies and model updates
Analyze performance, risk, and allocation changes
Assist in evaluating investment solutions

Operations & Compliance

Prepare and process submission of required forms for money movement requests, distributions or transfers when required.
Maintain accurate and organized client records
Ensure adherence to Ameriprise policies and regulatory requirements

Qualifications Required:

Bachelor’s degree (Finance, Business, or related preferred)
2–5 years of experience in financial services or wealth management
Experience with trading, transactions, and account documentation
Strong organizational, analytical, and communication skills
Series 7 and 63/66 licenses (or ability to obtain)
California Insurance License (or ability to obtain)

Preferred:

Experience as a Paraplanner or Planning Associate
Familiarity with financial planning software and CRM systems
CFP® coursework or progress toward designation

Compensation & Benefits

Health and vision benefits
401k with employer match
Professional development support
PTO

Base Pay Salary

The salary will be $85,000 – $100,000 (based on experience)

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

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paraplanner jobs in anaheim ca

Paraplanner / Associate Financial Advisor

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