Tax & Financial Group · 3 months ago
Paraplanner (Financial Planning)
Newport Beach, CA
Full-time
Onsite
Entry Level
$65K/yr - $77K/yr
1+ years expTax & Financial Group is a trusted financial services firm committed to helping clients achieve lasting financial security. The Paraplanner role involves supporting financial advisors in preparing and delivering financial plans for high-net-worth clients, requiring strong attention to detail and adaptability in a fast-paced environment.
FinanceFinancial Services
Responsibilities
Assist advisors in the preparation of financial planning proposals, engagement agreements, and welcome packages for new financial planning clients
Oversee the collection of client information and assist in the preparation of client financial plans
Prepare financial plan reports for advisor and client review
Participate in the presentation of financial plans to clients
Work with clients’ other advisors, including accountants and attorneys, to facilitate information gathering and implementation of recommendations
Coordinate with TFG Management to develop and update training and marketing materials as needed
Qualification
Required
Must meet background check and fingerprinting requirements
Maintain Series 7 and 66 Securities Registrations and appointment as a Registered Representative with Cetera Wealth Services, LLC (must obtain within 6 months of start date)
Bachelor's Degree-Preferred major in Business, Finance, Economics or other technical areas
1-3 years of experience in financial planning or related experience
Advanced User of Microsoft office
Become an advanced user of Financial Planning software including eMoney and other programs
Excellent communication skills
Detail-Oriented: Must have exceptional attention to detail, including accurate spelling, grammar, formatting, and consistency across all tasks
As a Registered Representative and Investment Advisor Representative, you will be required to accurately disclose and update information on Form U4 including disclosure forms such as those related to any outside business activities or private investments and promptly disclose any material changes in accordance with the requirements of FINRA and the policies of Cetera Wealth Services, LLC
Preferred
Bachelor's Degree-Preferred major in Business, Finance, Economics or other technical areas
Benefits
Generous Paid Time Off (PTO)
Work schedule designed to support work-life balance
Competitive Compensation
401(k) Match
Comprehensive Benefits Package: We offer health, dental, vision, and life insurance, with employees responsible for a portion of the premium
Collaborative Working Environment
Professional Growth Opportunities
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Company
Tax & Financial Group
Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christine Tapia
Chief Operating Officer
Mark Garvin
Partner
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