Advisor-Track Paraplanner: Planning & Modeling
Listed on 2026-10-11
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Corporate Finance
Monolith Financial Group in Roseville, CA seeks a Paraplanner – Advisor Track (Planning & Income Modeling Focus) to support financial advisors by preparing detailed plans, income models, and retirement projections, plus data analysis for client portfolios.
This full-time, on-site role collaborates with advisors, helps update plans as client circumstances change, drafts clear plan summaries and reports, and develops advisory skills with potential to move into a client-facing position.
The Advisor-Track Paraplanner:
Planning & Income Modeling position in the Finance field is open for applications.
Join Monolith Financial Group and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Advisor-Track Paraplanner:
Planning & Income Modeling role at Monolith Financial Group, based in Roseville, CA, United States.
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