Financial Planning Paraplanner - Client-Focused
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-02-21
Listing for:
Tax & Financial Group
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Newport Beach is seeking a detail-oriented Paraplanner to support its Financial Planning Department. The Paraplanner will assist experienced advisors in developing customized financial strategies and will be involved in technical analysis, client coordination, and plan preparation. Candidates should have a Bachelor’s degree in a related field and 1-3 years of financial planning experience.
This role offers competitive compensation, 401(k) matching, and a collaborative office environment.
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