Associate Financial Planner | Paraplanning & SOA
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-01-19
Listing for:
DBA Advisory
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A leading financial advisory firm in San Jose, California, is looking for an Associate Financial Planner to provide paraplanning support to financial advisers and wealth managers. The ideal candidate will have a bachelor's degree and RG146 Certification, along with solid communication skills and experience in tools like XPLAN. Fresh graduates are encouraged to apply.
This role offers the opportunity to work closely with clients and contribute to their financial plans.
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Position Requirements
10+ Years
work experience
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