Paraplanner

Financial Advisors Network, Inc. is a comprehensive Registered Investment Advisory (RIA) Firm providing tailored financial services to hundreds of local families. Since 1999, we have been dedicated to helping clients achieve their financial goals, managing over $1.1 billion in advisory assets across 700+ households.

Our services include:
Retirement Planning, Tax Planning, Insurance Planning, Estate Planning, and Investment Management.

We are seeking a detail-oriented and experienced

Paraplanner to support our senior financial advisors. This role involves preparing financial plans, gathering and analyzing client data, assisting with tax projections, and ensuring portfolios are effectively managed. The ideal candidate is organized, proactive, and capable of working independently while maintaining a strong attention to detail.

• Bachelor’s degreein finance, accounting, or a related field.
• 3+ years of experience in financial planning (required); 5+ years preferred.
• Strongresearch, analytical, and problem-solving skills.
• Ability to work independently and meet deadlines.
• Experience with
  
  CRM (Redtail), eMoney, and Orion(a plus).
• Series 65 license & AIFor willingness to obtain full licensing within2 monthsof hire.
• Institutional experience with custodians such as Charles Schwab (preferred), Fidelity, LPL.
• Strong client communication and interpersonal skills.

• Gather, organize, and analyze client data to develop, implement, and update financial plans using firm-provided software.
• Work closely with advisors to finalize financial plans and assist in client presentations.
• Integrate tax knowledge into financial planning strategies.
• Accurately input and manage client data within
  
  CRM, eMoney, and Orion.
• Review client planning objectives and identify potential opportunities.
• Respond to client inquiries and prepare reports/documents in advance of meetings (financial plans, tax projections, performance reports, etc.).
• Participate in client meetings with advisors, taking notes and ensuring timely follow-up on action items.
• Handle account administration, includingopening/closing accounts, maintenance, and service-related paperwork.
• Manage personal workflows and tasks effectively.

• Salary:$90,000 - $110,000 (dependent on experience)
• Bonus:
  
  Quarterly Net New Bonus potential
• Benefits Package:
• 401(k) with profit sharing
• Medical insurance
• Paid time off (PTO) & holiday pay

• Occasional overtime anticipated
• Conferences and external training may require multi-day, out-of-state travel

• In-office position in
  
  Tustin, CA (92780)– candidates must be willing to relocate before starting.

Job Type
:
Full-time

• 401(k)
• Health insurance
• Paid time off

• finance, accounting, or related field: 3 years (Required)

• Series 65 (Preferred)

• Tustin, CA 92780:
  Relocate before starting work (Required)