Top 3 Paraplanner/client service advisor Jobs in Orange, Ca

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
8d
Financial Planner (Newport Beach, CA)
Mercer Advisors —Newport Beach, CA
- $80,000 - $90,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid parental leave
- Health savings account
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. Focus exclusively on service, not sales.
$50,000 - $100,000 a year
8d
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. Focus exclusively on service, not sales.
$50,000 - $100,000 a year
8d

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paraplanner/client service advisor jobs near orange, ca

Paraplanner

Cooper McManus Wealth Management -
Irvine, CA

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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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paraplanner/client service advisor jobs in orange, ca

Paraplanner

Paraplanner/Client Service Advisor

Financial Planner (Newport Beach, CA)

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