Paraplanner
Listed on 2026-01-11
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Finance & Banking
Financial Analyst, Financial Consultant
Recruitment Leader Looking for Top Talent
Mariner Advisor Network is recruiting for a Paraplanner to join Ideal Financial Advisors in Lafayette, CA.
About Ideal Financial AdvisorsIdeal Financial Advisors is a growing, boutique financial planning firm with $200M+ in assets, offering comprehensive financial planning and customized investment strategies to High‑Net‑Worth clients.
Mariner Advisor Network serves as a strategic partner to Ideal Financial Advisors.
OverviewIdeal Financial Advisors, a growing fiduciary wealth management firm, is seeking a Paraplanner to support the firm owner and help deliver high‑quality service to a diverse client base. This in‑office role is ideal for a licensed, detail‑oriented professional looking to grow within a dynamic and supportive team environment.
The position requires Series 66 and 7 licenses at a minimum. Paraplanner will have at least one to two years of experience and will be willing to grow with a busy firm with established opportunities.
Key Responsibilities- Client Meeting Prep & Follow‑Up:
Prepare documents, review tax/insurance info, manage meeting tasks, CRM updates, and compliance forms - Financial & Tax Planning Support:
Assist in building retirement, tax, and estate plans; run projections and analyze scenarios - Administrative & Operational Support:
Maintain CRM records, process account paperwork, and coordinate with custodians - Account and Investment Management:
Help with proposals, portfolio rebalancing, trade prep, and monitoring RMDs/cash balances - Internal Coordination:
Manage calendars, track tasks, and support workflow/process improvements
- 1–2 years of paraplanning experience
- Licenses:
Series 7 & 66 - Strong MS Office skills and CRM/software familiarity
- Desire to grow within the firm
- Location:
Lafayette, CA - Type:
Full‑time, in‑office (5 days/week) - Benefits: 401(k) match, health insurance reimbursement, vacation and sick leave
- Hands‑on professional development and industry education
- Supportive and collaborative team environment
EOE/M‑F/D/V
Seniority level:
Associate
Employment type:
Full‑time
Job function:
Finance
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