Paraplanner

Paraplanner – Wealth Management

Location:

Exeter, CA (In-office, Virtual)

Employment Type:

Full-time

Salary: $75,000-$110,000 (Dependent upon experience and demonstrated planning capability)

Incentive Opportunity : Performance-based bonus tied to planning quality, accuracy,
and consistency of deliverables, and measurable impact on advisor effectiveness

Any final offer of employment will be contingent upon the candidate arranging reference conversations with former managers.

At Harvest Wealth Group, we believe in making our clients feel known, valued, and genuinely cared for. At Harvest Wealth Group, we believe exceptional client experiences are built on clarity, consistency, and disciplined execution. Our advisors serve individuals, families, and business owners through comprehensive financial planning, thoughtful investment management, and long-term advisory relationships.

We operate on the Entrepreneurial Operating System (EOS) and are intentionally building the infrastructure, roles, and standards required to deliver high-quality financial planning at scale—without sacrificing rigor or client trust.

As the firm grows, we are investing deeply in the planning engine behind our advisors. The Strategic Paraplanner is a cornerstone of that engine.

This is not an administrative paraplanner role. This is not a “run reports and fill templates” seat.

This role exists to:

• Elevate the quality and consistency of our financial planning output
• Reduce advisor dependence on leadership for plan construction
• Ensure planning delivery is predictable, precise, and scalable
• Act as a strategic thought partner to advisors through analysis, scenarios, and presentation

The Strategic Paraplanner owns the technical integrity, analytical depth, and presentation quality of Harvest Wealth Group’s financial plans. Advisors rely on this role to walk into meetings confident that the strategy is sound, the numbers are right, and the story is clear.

• You are trusted with complex client situations, not just inputs
• Your work directly shapes client recommendations and decisions
• Advisors depend on your judgment, not just your output
• Your attention to detail protects both clients and the firm
• You help transform planning from a person-dependent craft into a firm-wide capability

This role is ideal for someone who takes professional pride in being excellent at the hardest parts of planning—analysis, accuracy, and clarity.

Financial Planning Data Mastery

• Collect, organize, and validate client financial data across all planning domains
• Identify missing, conflicting, or unclear inputs before plans are built
• Ensure internal consistency and accuracy across all data sources

• Build comprehensive financial plans using Harvest’s planning methodology
• Run and interpret scenarios, projections, and trade-off analyses
• Anticipate advisor and client questions through proactive modeling

Client-Ready Planning Deliverables

• Produce clear, professional, client-ready planning deliverables
• Translate complex planning concepts into understandable summaries
• Ensure all materials align with firm standards and advisor expectations

• Prepare advisors for planning and strategy conversations
• Anticipate advisor needs ahead of client meetings
• Ensure recommendations are implementation-ready and well-documented

Accuracy, Quality Control & Reliability

• Maintain exceptional attention to detail across all planning work
• Catch errors, inconsistencies, or omissions before plans are reviewed or delivered
• Apply quality-control checklists and verification processes consistently
• Understand that small errors can create outsized client and compliance risk

• Follow documented workflows and planning standards consistently
• Surface breakdowns or inefficiencies in the planning process early
• Contribute to refining templates, workflows, and quality standards as the firm scales

• Prior experience in a paraplanner, planning analyst, or technical planning role within a wealth management or advisory firm
• Strong working knowledge of:
• Retirement planning
• Investm…