Paraplanner

Ameriprise Financial • Arcadia, CA

13d • $38 - $46 • Hybrid

About The Position

At Angeles Wealth Group, we believe comprehensive financial planning is about more than investments—it's about helping clients build confidence in their financial future. Through personalized advice, thoughtful planning, and exceptional client service, we develop lasting relationships that make a meaningful difference in our clients' lives. We are seeking an analytical and detail-oriented Paraplanner to join our growing team. This role is ideal for an experienced financial services professional who enjoys the technical side of wealth management and wants to play an integral role in developing customized financial plans and investment strategies. Working alongside our advisors, you'll support every stage of the financial planning process—from gathering client information and preparing recommendations to portfolio analysis and ongoing account management. This position also offers a defined career path with opportunities to expand your responsibilities, strengthen your planning expertise, and grow into increasingly advanced advisory roles.

Position Overview
The Paraplanner serves as a key technical partner to the advisory team, supporting financial planning, investment management, portfolio analysis, and client relationship management. This individual will help prepare financial plans, develop investment recommendations, monitor client portfolios, and ensure a seamless client experience throughout the planning process. The ideal candidate enjoys analytical work, thrives in a collaborative environment, and is passionate about delivering high-quality financial planning solutions while building a long-term career in wealth management.

Requirements

• Bachelor's degree required.
• Degree in Finance, Economics, Accounting, or a related field preferred.
• 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.
• Current securities licensing is preferred; however, candidates who are not currently licensed must be willing and able to obtain the following: FINRA Securities Industry Essentials (SIE®), Series 7, Series 63/65 or Series 66, State Life & Health Insurance License. Licenses should be obtained within the first year of employment.

Nice To Haves

• 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

• 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