Wealth Management Paraplanner Client Impact
Job in
Novato, Marin County, California, 94949, USA
Listed on 2026-01-24
Listing for:
Valley Consulting Partners LLC
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A leading financial services firm in California is seeking a skilled Paraplanner to support financial planning processes. The role involves preparing financial plans, conducting investment research, and managing data across systems. The ideal candidate will have a Financial Paraplanner Qualified Professional (FPQP) designation or be willing to obtain it, alongside strong analytical skills and the ability to work collaboratively. Benefits include a retirement plan, paid time off, and growth opportunities within the firm.
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