Paraplanner | Financial Planning Associate

For more than 55 years, our firm has been committed to helping clients achieve lasting financial security through comprehensive financial planning and wealth management. We are seeking a detail-oriented and analytical Paraplanner to support our Financial Planning Department in our Newport Beach office. This role plays a key part in the preparation and delivery of comprehensive financial plans for clients, including executives, professionals, and business owners.

As a Paraplanner, you will work closely with experienced advisors to develop customized financial strategies. This position offers hands-on exposure to complex planning scenarios and meaningful involvement in the client planning process. Responsibilities span technical analysis, client coordination, plan preparation, and collaboration with outside professionals.

• Assist advisors in preparing financial planning proposals, engagement agreements, and onboarding materials
• Collect, organize, and analyze client financial data
• Prepare detailed financial plan reports for advisor and client reviews
• Participate in financial plan presentations as appropriate
• Coordinate with clients’ accountants and attorneys to facilitate information gathering and implementation
• Contribute to internal training materials and process improvements

• Competitive compensation
• 401(k) with employer match
• Health, dental, vision, and life insurance (employee contribution required)
• Generous Paid Time Off
• Work schedule designed to support work-life balance
• Professional development and licensing support
• Collaborative, team-oriented office environment

• Bachelor’s degree (Business, Finance, Economics, or related field preferred)
• 1 to 3 years of financial planning or related experience
• Series 7 and 66 securities registrations (or ability to obtain within 6 months)
• Must be appointed as a Registered Representative with Cetera Wealth Services, LLC within required timeframe
• Ability to become an advanced user of financial planning software (eMoney experience preferred)
• Excellent written and verbal communication skills
• Exceptional attention to detail and organizational ability
• Ability to manage multiple priorities in a deadline driven environment

Candidates must meet background check and fingerprinting requirements and comply with FINRA disclosure requirements, including Form U4 reporting obligations.

Full-Time | Non-Exempt

The expected pay range for this position is $2,725-$3,350 per semi monthly pay period. Compensation will be determined based on experience and other factors permitted by law.