Located in Exeter, CA
Pay: $75k-$95k
Job Full Description
Executive-Level Paraplanner (Remote Option Available)
- Location: Visalia, CA
- Employment Type: Direct Hire
- Salary: $75k-$95k + quarterly bonuses
- Benefits: 100% employee covered health benefits, 401k + 3% match, Unlimited PTO, and 1 Month sabbatical every 3 years of service.
We are seeking a highly skilled Executive-Level Paraplanner to support advanced financial planning, client strategy development, and advisor preparation for our clients. This role is ideal for a technical, analytical professional who thrives in a sophisticated planning environment.
Key Responsibilities
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Prepare comprehensive financial plans, projections, and scenario analyses
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Conduct in-depth research on investments, insurance, tax strategies, and retirement planning
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Support advisors with meeting preparation, plan updates, and follow-up tasks
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Gather and organize complex client financial data
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Maintain planning software, templates, and internal planning processes
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Assist with compliance documentation and client file accuracy
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Collaborate with advisors on strategy development and client recommendations
Qualifications
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4–7+ years of paraplanning or financial planning experience
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Strong technical knowledge of financial planning concepts
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Experience with planning software (eMoney, MoneyGuidePro, RightCapital, etc.)
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Exceptional analytical, organizational, and communication skills
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CFP® certification or progress toward CFP® strongly preferred
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Ability to work independently in a remote environment
What We Offer
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Remote flexibility
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Opportunity to work closely with executive-level advisors
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Exposure to complex planning strategies and high-net-worth clients
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Competitive compensation and long-term career advancement
Visalia, CA
2433
4002 South Demaree
Visalia, CA 93277
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