Wealth Planning Paraplanner: Complex Client Solutions
Listed on 2026-10-15
-
Finance & Banking
Financial Analyst, Wealth Management, Financial Advisor / Consultant, Financial Services
Cooper McManus Wealth Management in Irvine, CA seeks a Paraplanner to serve as the primary execution and analytical partner to a Senior Wealth Manager. You will prepare meeting materials, analyze cash flows, manage insurance and investment applications, and keep client files organized with strict compliance standards.
The ideal candidate has a Bachelor’s degree, 5+ years in wealth management or advisor support, and hands-on experience with life, disability, and annuities.
This role, Wealth Planning Paraplanner:
Complex Client Solutions at Cooper McManus, could be your next opportunity.
Consider building your career as a Wealth Planning Paraplanner:
Complex Client Solutions at Cooper McManus.
The Wealth Planning Paraplanner:
Complex Client Solutions position in the Finance field is open for applications.
We have an opening for a Wealth Planning Paraplanner:
Complex Client Solutions in Irvine, CA, United States within Finance.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).