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
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
Skills Required
Qualifications:
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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