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Financial Analyst Financial Reporting Financial Consultant Accounting & Finance

Senior Paraplanner: Retirement & Wealth Planning Expert

Job in Sacramento, Sacramento County, California, 95828, USA
Listing for: Exceed Wealth & Retirement Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking an experienced Financial Paraplanner to support two Financial Advisors in delivering comprehensive retirement planning and individual wealth management. This is a full-time, in-office position where the paraplanner will conduct investment analysis, prepare financial plans, and collaborate with the team. Qualified candidates should have a Bachelor's degree and at least 5 years of experience in paraplanning.

Opportunities for growth within the firm are available.
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Position Requirements
10+ Years work experience
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