Share
Top Job
Located in Exeter, CA
Salary: $75k-$95k
We are seeking a highly skilled Executive-Level Paraplanner to support advanced financial planning, client strategy development, and advisor preparation for our clients. This role is ideal for a technical, analytical professional who thrives in a sophisticated planning environment.
Prepare comprehensive financial plans, projections, and scenario analyses
Conduct in-depth research on investments, insurance, tax strategies, and retirement planning
Support advisors with meeting preparation, plan updates, and follow-up tasks
Gather and organize complex client financial data
Maintain planning software, templates, and internal planning processes
Assist with compliance documentation and client file accuracy
Collaborate with advisors on strategy development and client recommendations
4–7+ years of paraplanning or financial planning experience
Strong technical knowledge of financial planning concepts
Experience with planning software (eMoney, MoneyGuidePro, RightCapital, etc.)
Exceptional analytical, organizational, and communication skills
CFP® certification or progress toward CFP® strongly preferred
Ability to work independently in a remote environment
Remote flexibility
Opportunity to work closely with executive-level advisors
Exposure to complex planning strategies and high-net-worth clients
Competitive compensation and long-term career advancement
Let's make sure we can contact you! Please verify your information below. Our office will reach out to you as soon as possible.
Provide at least one of the following
Wanting to get noticed? A complete application helps you get to the top of the stack and helps us find the best job match for you.
Click here to get started or use any of the links below to focus on a particular section
You have added to your online profile Review your skills profile