Job Description

Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA, that serves successful business owners, executives, and high net worth individuals. They take pride in delivering high-quality service and professional coordination for our clients in a warm, welcoming, and positive environment. They are seeking a motivated and detail-oriented Paraplanner/Associate Advisor to join our friendly and professional team and to grow with our firm. The Paraplanner/Associate Advisor plays a critical role, partnering with the Financial Advisor team to provide excellent service to each client and ensure that their financial, estate, and tax plans are implemented properly through coordination with a variety of financial and legal professionals.

Attributes and Qualities

• Exceptional interpersonal skills with an energetic and upbeat attitude
• Excellent attention to detail and accuracy
• Strong language skills, both verbal and written
• Independently motivated and persistent
• Passionate about client service and taking as much of the workload from the advisor as possible
• Deep critical thinking and problem-solving abilities
• Flexible in a changing environment with effective prioritization and time management skills
• Takes ownership and accountability with a strong work ethic
• Desire to learn new skills and grow
• Honest and Trustworthy.

The Paraplanner/Associate Advisor may be assigned a variety of tasks and special projects as needed, including but not limited to the following:

Essential Duties and Responsibilities

• Prepare client appointment agendas and propose action items for the servicing advisors review for the portfolio performance, financial plan update, and tax planning review meetings each year.
• Attend client appointments, write up and assign to do items, and follow through on assignments to completion
• Send a summary of each appointment to the client listing the actions to be taken by our team and by the client at the end of each appointment
• Prepare financial plans from start to finish for new clients
• Keep the information in our technology systems up to date (Emoney, Orion, etc.)
• Answer phone calls and emails and route to appropriate team members as needed

Skills Required

• Computer and systems competency with skills including:
• Researching and communicating using web applications
• Proficiency with Microsoft Office Suite, CRM, etc.
• Knowledge or willingness to learn industry standard applications such as XLR8/Salesforce, Laser App, DocuSign, Schwab, Emoney, Orion etc.
• Ability to work both independently and collaboratively as needed.
• Ability to provide outstanding service and relate well to people of all backgrounds.
• Ability to manage multiple concurrent responsibilities, prioritize tasks, meet deadlines and be accurate.

Qualifications:

• College graduate
• 2-5 years+ of experience in wealth management, financial services or related experience.
• Prior experience in a Registered Investment Advisor firm is a plus.
• CFP®, or CPA and PFS, designations are preferred.
• Current Series 65 licensing is a plus

Salary range of $80-110K with comprehensive benefits, including health, dental, vision, 401(k) and discretionary profit-sharing plans. Salary depends on experience and qualifications/certifications.

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