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Wealth Planning Coordinator
Job in
Calabasas, Los Angeles County, California, 91302, USA
Listed on 2026-07-30
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jambalaya Group seeks a Financial Planning Specialist to support advisors and enhance client relationships. Located in Calabasas, CA, this full-time position requires exceptional organizational and analytical skills, with responsibilities including managing planning workflows, client documentation, and financial planning processes.
The ideal candidate possesses a Bachelor's degree and experience in financial services, demonstrating proficiency in Money Guide and comprehensive planning software. Join a collaborative team dedicated to delivering exceptional financial services.
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