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Paraplanner — Boutique Finance Team
Job in
Lafayette, Contra Costa County, California, 94549, USA
Listed on 2026-01-12
Listing for:
Mariner Advisor Network
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A growing financial advisory firm is looking for a Paraplanner to join their team in Lafayette, CA. This full-time in-office position requires candidates to have Series 7 and 66 licenses and 1-2 years of paraplanning experience. The role includes responsibilities like client meeting preparation, financial planning support, and administrative tasks. The ideal candidate should possess strong MS Office skills and a desire to grow within the firm, with benefits including a 401(k) match and health insurance reimbursement.
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