Paraplanner

Jambalaya Group • Arcadia, CA

59d • $38 - $46 • Hybrid

About The Position

Angeles Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, is seeking an analytical and detail-oriented Paraplanner to join their growing team in Arcadia, California. This role supports financial advisors in developing customized financial plans and investment strategies. The position involves gathering client information, preparing recommendations, portfolio analysis, and ongoing account management. It offers a defined career path with opportunities for growth and expanded responsibilities within the wealth management field.

Requirements

• Bachelor's degree required.
• Two or more years of experience in financial planning, investment management, or a related financial services role.
• Working knowledge of portfolio management, investment principles, and comprehensive financial planning.
• Strong analytical, organizational, and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaborative team player with a proactive, service-oriented mindset.
• Proficiency with Microsoft Office and financial planning, CRM, and investment management software.
• Willingness and ability to obtain FINRA Securities Industry Essentials (SIE®), Series 7, Series 63/65 or Series 66, and State Life & Health Insurance License within the first year of employment.

Nice To Haves

• Degree in Finance, Economics, Accounting, or a related field preferred.
• Current securities licensing is preferred.
• Strong understanding of investment management and portfolio allocation.
• Ability to analyze client financial information and develop planning recommendations.
• Excellent organizational and project management skills.
• Ability to anticipate advisor needs and proactively prepare for upcoming client meetings.
• High level of professionalism, integrity, and accountability.
• Desire to continually expand financial planning knowledge and technical expertise.

Responsibilities

• Prepare preliminary financial planning recommendations for advisor review.
• Gather and organize client financial information to support comprehensive planning.
• Develop customized investment and portfolio recommendations aligned with client goals, risk tolerance, and time horizon.
• Prepare financial planning reports, presentations, charts, and other client meeting materials.
• Assist with deep-dive planning sessions and investment implementation.
• Monitor client portfolios and identify allocation adjustments as appropriate.
• Complete Managed Account Annual Reviews (MAARs) alongside advisors or third-party providers.
• Execute approved trades, transfers, cash movements, and account maintenance activities.
• Assist advisors in preparing for client meetings and following up on action items.
• Communicate professionally with clients by phone, email, and written correspondence.
• Respond promptly to client questions while providing exceptional service.
• Troubleshoot client issues and coordinate solutions between clients and advisors.
• Update client information and prepare meeting materials for ongoing reviews.
• Attend client meetings as needed to support advisors and planning discussions.
• Coordinate planning projects and ensure timely completion of client deliverables.
• Support practice management initiatives, client events, seminars, and other operational projects.
• Maintain high standards of accuracy, confidentiality, compliance, and regulatory requirements.
• Perform additional responsibilities as assigned to support the continued growth of the practice.

Benefits

• Competitive salary commensurate with experience and local market conditions
• Employer-subsidized medical and dental insurance
• 401(k) plan
• Discretionary profit-sharing plan
• Discretionary performance bonus
• Paid holidays and personal time off
• Continuing education and licensing reimbursement (at the discretion of the franchise owner)
• Long-term career advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level