Paraplanner Alamo, CA

Paraplanner | Wealth Management Firm | Walnut Creek

Join a growing wealth management firm known for thoughtful financial planning, personalized client service, and a collaborative culture. As the first dedicated Financial Planning Analyst, you'll have the opportunity to help shape the function while working directly with experienced advisors.

This is an excellent opportunity for an early-career professional passionate about personal finance, markets, and investment research.

You'll gain broad exposure across financial planning, portfolio analysis, and client strategy, with strong mentorship, licensing support, and a clear path toward senior planning or advisory roles. The firm also offers company-paid health and dental coverage, retirement contributions, PTO, and strong professional development support.

Responsibilities

• Support advisors in preparing and updating comprehensive financial plans
• Gather and analyze client financial information
• Conduct investment, market, and economic research
• Analyze portfolios, asset allocation, and performance
• Research client-specific planning questions and prepare recommendations
• Prepare materials and analysis for advisor and client meetings
• Maintain accurate client data within planning software and CRM systems
• Monitor market and regulatory developments
• Support special projects across financial planning and investments

For fastest consideration, reach out to Michelle Espejo.