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Wealth Planning Paraplanner – Onsite in San Diego

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Centura Wealth Advisory
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 63000 - 90000 USD Yearly USD 63000.00 90000.00 YEAR
Job Description & How to Apply Below
A wealth management firm based in San Diego is seeking a Paraplanner to facilitate client planning and communication. The role involves managing financial documentation, supporting advisors with tax and estate planning, and collaborating with external professionals. Ideal candidates will have a bachelor's degree and 3-5 years in financial planning, demonstrating strong organizational and communication skills. The expected salary range is $63,000 to $90,000 plus bonus.
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