Financial Paraplanner

Job Title: Para Planner

Status: Full Time in San Ramon, CA; Non-Exempt

Pay Range: $25 - $35 per hour, DOE; plus incentive compensation

Relevant Work Experience: 3 Years

Job Category: Financial Planning/Administrative and Support Services

About us –

Our firm began as a partnership of business colleagues in 2010 and is now a team of 10 professionals working together to serve their clients who are retirement plan sponsors and participants, middle-income households, and foundations. Our Managing Partners saw a unique opportunity to combine their professional expertise into a single firm providing a holistic approach to meet the financial service needs of both small business employers and individuals.Together, we are financial stewards who help our clients navigate complex financial choices and make decisions to produce the desired outcomes for every plan, every household, every life stage – every step of the way.

About you –

You are a fully registered and insurance licensed individual with experience in the wealth management industry. You desire an opportunity to be part of a growing team with the potential to build your own practice as a financial advisor. You have an analytical mind and a knowledge of financial instruments used in the financial planning process. These are the soft skills you possess:

· You enjoy interacting with people and have the ability to easily build rapport

· You are tenacious when it comes to follow through and details rarely slip through your grasp

· You are thorough and extremely accurate and detailed in the work you do, and you are naturally organized

· You work independently and like to be able to figure things out on your own

· You love to learn new things and catch on quickly

· You are self-motivated when it comes to your personal performance

The Job Responsibilities –

• Prepare financial plans – gather client data, such as financial goals and risk tolerance, and use software to prepare financial plans
• Provide recommendations based on research and analysis of a client’s financial situation
• Review client finances annually to ensure their financial strategy is up to date; support financial planners through meeting prep, during meetings and post meeting follow-up with clients
• Perform research and provide financial planners with updated projections
• Maintain client records and ensure compliance
• Assist with new business: may assist with marketing efforts and new business development
• Respond to client inquiries.

Key requirements –

· FINRA Series 7, 66, and CA Life & Health license

· Bachelor’s degree is preferred

· Ideally you have the CFP designation, or are in the process of obtaining it

· Prior industry experience is required; preferably supporting a financial advisor providing knowledge of the financial instruments used in the planning process

· Strong verbal and written communication

· Advanced user knowledge of Microsoft Office 365

· Knowledge of eMoney, and Voyant; ability to learn new systems quickly

We offer -

A supportive and professional environment, an hourly wage commensurate experience and a real opportunity for professional development to an Associate Financial Planner. Potential for incentive compensation and benefits.

Equal Opportunity Employer

This financial planner is a registered representative of World Investment Advisors, LLC.

Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC (member FINRA/SIPC). World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.

Job Types: Full-time, Permanent

Pay: $25.00 - $35.00 per hour

Expected hours: 40 per week

Compensation Package:

• Bonus opportunities

Education:

• Bachelor's (Preferred)

Experience:

• Wealth management: 2 years (Required)

License/Certification:

• CFP (Preferred)

Ability to Commute:

• San Ramon, CA 94583 (Required)

Work Location: In person

Salary : $25 - $35