3 paraplanner jobs at 3 companies in California
1w
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Paraplanner - Natoma Wealth
Folsom, California, United States
$65k-$80k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years in a similar role, Series 65 license, proficiency in Word, Excel, CRM, and Outlook, plus analytical, organizational, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, CRM, Microsoft Outlook
4w
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Paraplanner / Associate Financial Advisor
Irvine, California, United States
$85k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree,2–5 years financial services experience,experience with trading and account documentation,Series 7 and 63/66 and California insurance license (or ability to obtain),strong analytical and communication skills.
1mo
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Associate Advisor Training Specialist
San Diego or Dallas or El Segundo
$55k-$86k/yr HybridFull Time
3+ YOE3+ years in financial planning or advisor-facing support; Series 7 and 65/66 required; CFP/CPWA/paraplanner preferred; bachelor’s in finance or related preferred; hands-on experience with eMoney or MoneyGuide; strong communication and troubleshooting skills.
eMoney, MoneyGuide, AdvicePay, AdviceWorks