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Wealth Planning Paraplanner — Onsite in SD
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-02-05
Listing for:
Centurawealth
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm in San Diego is seeking a Paraplanner to be a key contact between clients and the advisory team. This role integrates financial analysis, tax compliance, and estate planning. The ideal candidate will have 3-5 years in a wealth management environment, strong analytical skills, and proficiency with Salesforce and Addepar. A Bachelor's degree in a relevant field is required.
The expected pay range is $63,000 to $90,000 plus bonus.
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