Paraplanner & AFA: Build Client Wealth & Plans
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-08-13
Listing for:
Threadneedle group
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst
Job Description & How to Apply Below
Arc Bridge Financial Group, an Ameriprise Financial franchise, is seeking a Paraplanner / Associate Financial Advisor to support our growing wealth management practice. You will execute financial planning strategies, manage investment operations, and assist advisor-led client relationships to deliver strong outcomes.
Responsibilities include preparing client meeting materials, onboarding support, and ensuring a consistent client experience.
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