Paraplanner — Financial Planning & Data Analysis
Job in
Carlsbad, San Diego County, California, 92002, USA
Listed on 2026-06-26
Listing for:
ValueBase Consulting
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Value Base Consulting in Carlsbad, CA is seeking a detail-oriented Paraplanner to support our financial planning team. You will be responsible for gathering and organizing client financial data, building comprehensive financial plans, and assisting advisors with scenario modeling.
The ideal candidate has a degree in Economics, Finance, or a related field, with strong analytical skills and exceptional attention to detail. Join our collaborative team to help clients achieve their financial goals.
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