Mariner Advisor Network · 2 days ago
Paraplanner
Lafayette, CA
Full-time
Onsite
Entry Level
$80K/yr - $100K/yr
1+ years expMariner Advisor Network is recruiting for a Paraplanner to join Ideal Financial Advisors, a boutique financial planning firm. The role involves supporting the firm owner and delivering high-quality service to clients, requiring a detail-oriented professional with the necessary licenses and a desire to grow within the firm.
Business DevelopmentConsultingFinancial ServicesProfessional Services
Hiring Manager
Susy Urquiza, PHR
Responsibilities
Client Meeting Prep & Follow-Up: Prepare documents, review tax/insurance info, manage meeting tasks, CRM updates, and compliance forms
Financial & Tax Planning Support: Assist in building retirement, tax, and estate plans; run projections and analyze scenarios
Administrative & Operational Support: Maintain CRM records, process account paperwork, and coordinate with custodians
Account and Investment Management: Help with proposals, portfolio rebalancing, trade prep, and monitoring RMDs/cash balances
Internal Coordination: Manage calendars, track tasks, and support workflow/process improvements
Qualification
Required
1–2 years of paraplanning experience
Bachelor's degree
Licenses: Series 7 & 66
Strong MS Office skills and CRM/software familiarity
Desire to grow within the firm
Benefits
401(k) match
Health insurance reimbursement
Vacation and sick leave
Hands on professional development and industry education
Supportive and collaborative team environment
Company
Mariner Advisor Network
Mariner Advisor Network is part of Mariner and this page is no longer active.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2022-07-19Acquired
Company data provided by crunchbase