Posted 04/29/2026
Job Number: 16288

Paraplanner

San Diego, California Onsite

Industry:  Financial Services

Job Category: Administrative

Job Type:  Direct Hire

Salary:  $70,000 - $90,000 / Annually

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Job Description

Position Title: Paraplanner

The role of a Paraplanner is essential in providing support to financial advisors by developing and maintaining financial plans for clients. This position involves building and updating financial plans, organizing client data, and assisting in various planning areas. The successful candidate will thrive in a small team environment and will be instrumental in enhancing the client experience. Adaptability and strong analytical skills are key, as the role requires managing multiple client cases and meeting deadlines. This position offers an opportunity to contribute to a growing firm with a dynamic culture. The ideal candidate will be proactive and willing to take on additional responsibilities as needed.

Salary Range: $70,000 – $90,000 / Year DOE

Paraplanner Responsibilities:

  • Build and update financial plans using planning software
  • Input and organize client data, including assets, income, and liabilities
  • Create account models, run case studies, and develop planning scenarios
  • Assist with asset mapping and portfolio alignment within client plans
  • Upload and maintain client paperwork and documentation
  • Support advisors across planning, reporting, and client preparation
  • Work across planning areas including investments, trusts, mortgages, and annuities

Paraplanner Requirements:

  • 3+ years of paraplanner experience
  • High school diploma
  • Proficiency in Word and Outlook
  • Experience in the financial services industry
  • Experience with Right Capital software is preferred
  • CFP certification is preferred
  • Licensure for 7 and 63, ideally 65, is preferred

Benefits:

  • Medical Insurance + Dental and Vision Insurance
  • 401(k) with up to 3.5% company match
  • PTO + Sick Time
  • Cell phone allowance
  • Personal time: 8 hours per quarter (up to 32 hours annually)
  • Optional group insurance at employee’s expense

If you are a Paraplanner looking to take the next step in your career, apply now! #LI-KL1

Job ID: a0CUm00004AHSJVMA5

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