Financial Planning Paraplanner | PTO
Listed on 2026-10-13
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Accounting & Finance
Natoma Wealth, based in Folsom, CA, seeks a Paraplanner to gather and prepare planning documents, support Wealth Advisors, and keep plans current. You will work with the team to compile client data, financial statements, tax returns, and planning materials for meetings and ongoing updates.
The role emphasizes data organization, CRM usage, and collaboration with CPAs, attorneys, and other professionals to ensure accurate, timely financial planning deliverables.
The following opportunity is for a Financial Planning Paraplanner | Flexible PTO & 401k with Hightower Advisors.
For the Financial Planning Paraplanner | Flexible PTO & 401k position at Hightower Advisors, we are reviewing applications now.
Step into the Financial Planning Paraplanner | Flexible PTO & 401k role at Hightower Advisors in Folsom, CA, United States and grow with us.
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