Paraplanner & Associate Advisor Wealth Planning
Listed on 2026-10-06
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Wealth Management, Financial Services
The Well, a boutique independent RIA in Dana Point, CA, seeks a Paraplanner / Associate Advisor to join their close-knit team. This on-site role focuses on advanced planning for trusts, tax strategy, philanthropy, and multi-generational wealth, with direct mentorship from a lead advisor.
Ideal candidates have 3+ years in financial planning, a serving mindset, and are local to Dana Point. CFP in progress or completed is a strong plus, with opportunities for designation-support and growth within
We would love to welcome a new Paraplanner & Associate Advisor for Wealth Planning to our group in Dana Point, CA, United States.
Our organisation is growing, and we are hiring a Paraplanner & Associate Advisor for Wealth Planning in Dana Point, CA, United States.
This opportunity is for the Paraplanner & Associate Advisor for Wealth Planning role at The Well.
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