Paraplanner

Position Overview

Join a fast-growing wealth management firm where authentic relationships drive outstanding results. We’re seeking a detail-oriented and highly organized professional to serve as a key execution and analytical partner to our Financial Advisors. This role is critical to delivering an exceptional client experience by ensuring planning and implementation work is completed in a timely manner accurately and efficiently.

The ideal candidate is one who thrives in a fast-paced, deadline-driven environment and demonstrates strong problem-solving skills. Success in this role requires the ability to manage multiple priorities, adapt quickly to new systems and processes and maintain a high level of accountability. This role is best suited for the individual who takes pride in execution, respects existing procedures, enjoys building and maintaining efficient processes, and wants to develop deep expertise in a critical operational role. If you are a motivated self-starter who enjoys combining analytical thinking with execution and wants to work with a firm that values precision, responsiveness and excellence, we would love to hear from you!

Position Requirements

• Bachelor’s Degree
• 5 years of industry experience
• Experience working with insurance, annuity, and Alternative Investment products
• Insurance license, Securities licenses

Desired Skills

• Ability to organize, prioritize, and multi-task a variety of client situations daily
• Strong sense of ownership with the ability to follow through on tasks from initiation to completion
• Exceptional attention to detail and commitment to accuracy in all work
• Ability to work under pressure and effectively manage competing deadlines
• Strong written and verbal communication skills, with the ability to communicate clearly, professionally, and empathetically with clients, advisors, and external partners
• Ability to understand advisor directions and translate into clear, actionable steps
• Process-oriented mindset with the ability to build, manage, and improve workflows
• Ability to troubleshoot ambiguous situations with limited direction
• Ability to collaborate effectively as part of a team
• Experience with core wealth management systems, including Salesforce, custodial, performance reporting, and workflow platforms
• Proficiency in Microsoft Office Suite

Position Duties

Duties include but are not limited to the following:

• Meeting Preparation –prepare materials for client meetings which will involve the use of planning and reporting tools (e.g., Kwanti, eMoney, Riskalyze/Nitrogen, Black Diamond), and development of financial outputs such as net worth statements, cash flow, depletion analysis, and updates on planning strategies (e.g., Pledge Asset lines, 1031 exchanges); Identify planning considerations that may require advisor attention
• Manage the preparation and processing of insurance applications, annuity applications, and alternative investment accounts, ensuring accuracy and completion
• Track and support implementation of Advisor recommendations and client planning strategies
• Oversee the implementation and placement of insurance, annuity and alternative products, coordinating with sponsors, custodians, carriers, and internal team members
• Conduct research to support advisor decision-making on client situations
• Assist advisors in evaluating complex client planning scenarios
• Coordinate client onboarding and document collection, working with clients and internal team members to procure and organize financial documents
• Utilize Salesforce to manage client workflows, including implementing action plans, updating client records, maintaining Client Profiles, and creating and assigning tasks
• Support advisors by translating meeting notes and direction into actionable tasks and follow-through, ensuring all client work progresses efficiently
• Maintain organized digital client files and ensure all documentation is complete and up to date
• Maintain respect for and strict adherence to compliance regulations and ensure required documentation and client approvals are completed accurately

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor and Cooper McManus Wealth Management are not affiliated.

Pay: $75,000.00 - $100,000.00 per year

Benefits:

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

Experience:

• Paraplanning: 1 year (Required)

Ability to Commute:

• Irvine, CA 92618 (Required)

Work Location: In person

Salary : $75,000 - $100,000