Job Title: Paraplanner / Financial Planning Associate
Location: Visalia, CA (Hybrid – 3 days in office, 2 days remote possible)
Pay: $30–$35/hour

Type: FT, Eval to hire | M-F, 8 to 5

Position Overview

We are seeking a detail-oriented and client-focused Paraplanner / Financial Planning Associate to join our growing team. This role plays a key part in supporting the financial planning process, ensuring timely delivery of plans, and providing exceptional service to clients. The ideal candidate is highly organized, proactive, and thrives in a collaborative environment.

Key Responsibilities

• Support the financial planning team with plan preparation, updates, and renewals
• Ensure timely delivery of financial plans and follow up on outstanding items
• Collect, maintain, and verify client financial information
• Prepare financial summaries, analyses, and planning materials
• Document assumptions, calculations, and all client activity in Redtail
• Participate in client meetings and take detailed notes as needed
• Respond to client inquiries and requests in a timely, professional manner
• Assist with incoming calls and ensure proper routing
• Manage financial plan payments and track related documentation
• Coordinate and follow up on action items with clients and internal team members
• Conduct case-by-case research to support planning strategies
• Collaborate with advisors and planning team on client strategies
• Act as a liaison between advisor and external partners (e.g., IWC)
• Assist in preparing advisors for client meetings
• Support client relationship management, account reviews, and service initiatives
• Screen referrals and prospects
• Help improve processes to enhance planning efficiency and consistency
• Maintain strict confidentiality in accordance with compliance standards
• Participate in team meetings and contribute to a positive team environment

Qualifications

• Experience in financial planning, wealth management, or a related field preferred
• Strong organizational and time management skills
• Excellent attention to detail and follow-through
• Ability to manage multiple priorities and meet deadlines
• Strong communication and interpersonal skills
• Proficiency in Microsoft Excel and CRM systems (Redtail experience a plus)
• Bachelor’s degree in Finance, Business, or related field preferred

What We Offer

• Competitive hourly pay ($30–$35/hour)
• Hybrid work flexibility (based on business needs)
• Collaborative team environment
• Opportunity for growth within financial planning