Elevate Your Career in Financial Services
For more than 55 years, our firm has helped clients achieve lasting financial security through thoughtful, comprehensive financial planning. We are seeking a motivated Paraplanner to join our Newport Beach office and make an immediate impact in our Financial Planning Department.
This role offers opportunities for both early career professionals and experienced paraplanners to deepen their expertise, take ownership of complex planning work, and collaborate closely with senior advisors.
About the Role
As Paraplanner, you will work directly with experienced advisors to develop and deliver comprehensive financial plans for high-net-worth individuals, executives, professionals, and business owners.
The Planning Team handles:
- Cash flow and retirement income modeling
- Investment and portfolio analysis
- Estate and legacy planning strategies
- Tax-efficient wealth planning
- Business and personal financial strategy integration
This role is ideal for someone who is analytical, detail-oriented, proactive, and eager to contribute in a collaborative and fast-paced environment - whether you are early in your career or an experienced paraplanner looking to apply and expand your skills.
What You’ll Do
- Partner with advisors to prepare comprehensive financial plans and client proposals
- Gather, organize, and analyze client financial data
- Create and refine financial plan reports using planning software (including eMoney)
- Participate in client meetings and presentations
- Coordinate with clients’ CPAs and attorneys to gather information
- Support client onboarding and ongoing planning updates
- Contribute to training and process improvement initiatives
What We Offer
- Competitive compensation
- 401(k) with employer match
- Health, dental, vision, and life insurance (employee contribution required)
- Generous Paid Time Off
- Work schedule designed to support work-life balance
- Professional development and licensing support
- Collaborative, team-oriented office environment
Qualifications
- Bachelor’s degree (Business, Finance, Economics, or related field preferred)
- 1 to 3 years of financial planning or related experience
- Series 7 and 66 securities registrations (or ability to obtain within 6 months)
- Must be appointed as a Registered Representative with Cetera Wealth Services, LLC within required timeframe
- Strong Microsoft Office proficiency
- Ability to become an advanced user of financial planning software (eMoney experience preferred)
- Excellent written and verbal communication skills
- Exceptional attention to detail and organizational ability
- Ability to manage multiple priorities in a deadline driven environment
Candidates must meet background check and fingerprinting requirements and comply with FINRA disclosure requirements, including Form U4 reporting obligations.
Why This Role Stands Out
This position offers meaningful exposure to complex planning strategies, opportunities to take ownership of client work, and direct collaboration with senior advisors. You will have the opportunity to contribute to planning discussions and build your career in comprehensive financial planning, whether you are a seasoned paraplanner or looking to expand your skills.
Work Location
In-Person: Newport Beach Office
Employment Type
Full-Time | Non-Exempt
Compensation
The expected pay range for this position is $2,725-$3,350 per semi monthly pay period. Compensation will be determined based on experience and other factors permitted by law.
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
