Remote Paraplanner & Client Services Associate; Emoney
Remote / Online - Candidates ideally in
Torrance, Los Angeles County, California, 90504, USA
Listed on 2026-07-18
Torrance, Los Angeles County, California, 90504, USA
Listing for:
Park Wealth Management
Remote/Work from Home
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Park Wealth Management in Torrance, CA is seeking a Paraplanner/Client Service Associate to support an advisor managing nearly $120 million in client assets and to help grow AUM to $250 million in ten years. The role blends paraplanning, client service, and marketing tasks while working remotely.
The ideal candidate has 5+ years in financial services, a bachelor’s degree, and strong communication, organization, and CRM skills (Salesforce preferred). Proficiency with Emoney is a plus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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