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Financial Planner Recruiting, LLC · 1 day ago

Paraplanner

Dana Point, CA

Full-time

Onsite

Senior Level

5+ years exp

Financial Planner Recruiting, LLC is a boutique RIA serving retirees and multi-generational families with complex wealth and planning needs. They are seeking a Senior Paraplanner/Planning Specialist to serve as the right hand to the Founder and Lead Advisor, focusing on synthesizing client meetings into comprehensive financial plans and coordinating various planning strategies.

Staffing & Recruiting

Hiring Manager

Ali Staton

Responsibilities

Synthesize complex client meetings into complete planning strategies

Draft client-ready correspondence in the advisor's voice

Coordinate tax, estate, investment, and insurance planning

Support ESG portfolio design and retirement income strategies

Partner with CPAs, attorneys, and insurance professionals

Audit and refine financial plans using advanced planning tools

Bring the firm's proprietary life-planning framework to life

Qualification

RIA wealth management experienceRetirement planning knowledgeTax planning knowledgeEstate planning knowledgeInsurance planning knowledgeCFA certificationCFP certificationClient sensitivityWritten communication skillsEmotional intelligence

Required

5+ years in an RIA wealth management environment

Strong retirement, tax, estate, and insurance planning knowledge

Exceptional written communication skills

High emotional intelligence and client sensitivity

Preferred

CFA, CFP or equivalent experience

Benefits

Bonus

Benefits package

Company

Financial Planner Recruiting, LLC

We’re the top financial advisor recruiting firm. We find the best candidates for independent firms.

0-1 employees

https://fprecruiting.com/

Funding

Current Stage

Early Stage

Leadership Team

Ali Staton

Founder and Lead Recruiter

Company data provided by crunchbase