What are the responsibilities and job description for the Paraplanner / Client Service Associate position at Cambridge Financial Group, LLC?
Cambridge Financial Group, LLC is currently seeking a full-time Paraplanner / Client Service Associate to join our team in Tucson, Arizona.
We are a well-established, fee-only financial planning firm offering a collaborative, hybrid work environment with a strong emphasis on professional development. This salaried position reports to a Senior Advisor and has a preferred start date of April-May 2026.
Responsibilities
- Supporting long-term client relationships with collaboration from lead advisors.
- Managing data entry, meeting preparation, forms, and client follow-ups.
- Taking notes while participating in virtual and in-person client meetings.
- Creating timely, accurate post-meeting summaries and responding to client inquiries.
- Developing operational expertise in firm processes, software, and technology & identifying opportunities for improvement to streamline processes.
Qualifications
- The ideal candidate will have a bachelor’s degree in a related field with minimally three years of experience in the financial industry.
- They will have working knowledge of financial services operations, custodial processes, trading, and money movements.
- We are looking for a tech-savvy, organized professional with strong, uncompromising ethical standards and excellent communication skills.
- Success in this role requires emotional intelligence, self-awareness, and a collaborative mindset open to feedback and coaching.
- Key attributes include dependability, diligence, accountability, self-motivation, and the ability to multitask effectively within a team environment.
A background screening and probationary work period apply to this position.
Job Type: Full-time
Pay: $53,000.00 - $87,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Tuition reimbursement
- Vision insurance
- Volunteer time off
Compensation Package:
- Bonus opportunities
Education:
- Bachelor's (Required)
Experience:
- Financial services: 3 years (Required)
Language:
- English (Required)
License/Certification:
- Driver's License (Required)
Location:
- Tucson, AZ 85704 (Required)
Work Location: Hybrid remote in Tucson, AZ 85704
Salary : $53,000 - $87,000