Client Paraplanner @ Confidence Wealth Management | Jobright.ai
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Confidence Wealth Management · 1 day ago

Client Paraplanner

positionLos Angeles, CA
timeFull-time
remoteRemote
seniorityMid Level
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Service Industry
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Growth Opportunities
Hiring Manager
Valerie Winter
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Insider Connection @Confidence Wealth Management

Discover valuable connections within the company who might provide insights and potential referrals.
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Responsibilities

Investment Plan Development : You will build and refine detailed investment plans, providing insights and guidance to the VP Wealth Advisor for successful client outcomes.
Expense Analysis and Scenario Planning : You will examine and compare client-provided expense figures, run scenarios and make necessary plan adjustments.
Income Strategy Creation : You will develop and finalize income plans, aligning them with current and future expenses to ensure long-term client success.
Tax Strategy Preparation : You will draft initial tax spreadsheets and coordinate with internal tax professionals to support tax-optimized cash flow strategies.
Client Meetings on Cash Flow & Tax Planning : You will conduct detailed cash flow and tax planning discussions with clients, ensuring clarity and alignment with their objectives.
Real Estate and Business Planning : You will offer strategic insights on real estate investments and business planning needs tailored to each client’s portfolio.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningInvestment StrategyTax StrategyIncome PlanningSeries 65Series 66CFPCFA

Required

Proven background in financial planning, with experience in investments, tax strategy, and income planning.
Strong analytical skills and attention to detail, capable of reviewing complex data and adjusting plans accordingly.
Excellent communication skills, with an ability to articulate intricate financial concepts clearly to both clients and team members.
Dedication to helping clients reach their long-term financial goals.
Series 65 OR Series 66 OR CFP OR CFA
Clean regulatory background
Ability to work virtually (on camera) from 9am-6pm PST

Benefits

Health
Dental
Vision
Disability
Life insurance
401(k)

Company

Confidence Wealth Management

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Confidence Wealth Management build relationships using advanced solutions and strategies to help grow your net worth.
dateFounded in 2002
location
Torrance, California, USA
people-size11-50 employees
web-link
https://www.confidencewealth.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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