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Financial Services Financial Advisor Financial Analyst

Wealth Management Paraplanner — Onboarding & Admin

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Baker Tilly International
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Analyst
Salary/Wage Range or Industry Benchmark: 79000 - 96000 USD Yearly USD 79000.00 96000.00 YEAR
Job Description & How to Apply Below
A leading advisory firm in San Francisco is seeking a Paraplanner to assist with client onboarding and support wealth advisors. The ideal candidate should have 1 to 3 years of experience in financial advisory, strong analytical and organizational skills, and a high level of confidentiality. Responsibilities include maintaining client files, confirming trades, and managing communications. A solid mastery of Excel is required.

The compensation ranges from $79,000 to $96,000 annually.
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