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Paraplanner – Comprehensive Financial Planning; Tustin, CA
Job in
Tustin, Orange County, California, 92681, USA
Listed on 2026-02-22
Listing for:
Financial Advisors Network, Inc.
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm in Tustin, CA is seeking an experienced Paraplanner to support senior financial advisors by preparing financial plans and analyzing client data. The ideal candidate must have a Bachelor’s degree in finance or a related field, and at least 3 years of financial planning experience. Proficiency in CRM, eMoney, and Orion is preferred. The role offers a salary between $90,000 and $110,000, along with a comprehensive benefits package which includes 401(k), medical insurance, and paid time off.
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