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Wealth Management Paraplanner – Precision & Impact
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-06-23
Listing for:
Cooper McManus
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Wealth Management
Job Description & How to Apply Below
Cooper McManus is seeking a Paraplanner to join our team in Irvine, CA. This full-time position will support a Senior Wealth Manager and involves preparing client materials, managing applications, and ensuring smooth client workflows.
The ideal candidate will have a Bachelor’s Degree and 5+ years of experience in wealth management or financial planning, with a strong competency in Salesforce and various financial tools. A collaborative, detail-oriented approach is essential for success in this role.
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