Wealth Planning Paraplanner — Data Prep & Client Support
Job in
Folsom, Sacramento County, California, 95630, USA
Listed on 2026-07-08
Listing for:
HighTower Advisors, LLC
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
High Tower Advisors, LLC in Folsom, CA is looking for a Paraplanner to join our team. The Paraplanner will gather and prepare planning documents to assist Wealth Advisors with client financial plans and maintain current plans.
Key qualifications include a Bachelor’s Degree and two years of experience in a similar role, with a salary range of $65,000 to $80,000 based on qualifications. We offer benefits including medical coverage and a flexible PTO plan.
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