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Hybrid Paraplanner: Financial Planning Support
Job in
Fremont, Alameda County, California, 94537, USA
Listed on 2026-06-03
Listing for:
The Jonus Group
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
The Jonus Group is seeking a detail-oriented Paraplanner for a hybrid role based in Fremont, California. This position involves supporting financial advisors and planners with comprehensive financial planning preparation, including data organization and analysis.
Ideal candidates are highly organized, team players eager to grow within the financial planning field. Responsibilities include preparing client materials, tracking action items, and assisting with planning-related analyses in a supportive capacity.
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