Centura Wealth Advisory · 14 hours ago
Paraplanner
San Diego, CA
Full-time
Onsite
Mid Level
$63K/yr - $90K/yr
3+ years expCentura Wealth Advisory is seeking a Paraplanner to serve as a key point of contact between clients, external professionals, and the advisory team. This role integrates financial analysis, tax compliance, estate administration, and planning while ensuring accuracy and alignment with client goals.
ConsultingFinancial ServicesWealth Management
Responsibilities
Prepare and maintain detailed client financial condition documents, legal and tax compliance deliverables, and supporting materials
Manage and update client information systems to ensure accuracy and consistency across Salesforce, Orion, and planning deliverables
Analyze client data to support tailored financial, tax, and estate recommendations
Support advisors with income forecasting, tax planning, cash flow planning, and ad-hoc scenario modeling
Assist in presenting financial plans and data to clients, clearly explaining assumptions and rationale
Prepare and organize materials for client meetings, including agendas, RightCapital financial plans, portfolio reports, and legal documents
Attend meetings with advisors, document key discussion points, and track follow-up actions for both client and external professional meetings
Field and respond to client, CPA, and EPA inquiries with accurate and timely information
Serve as a liaison between advisors and external professionals to ensure alignment, responsiveness, and timely follow-up on tax, estate, and financial initiatives
Facilitate clear communication to ensure seamless implementation of planning strategies
Collaborate with advisory teams, operations department, and COIs to align financial, tax, trust, and estate strategies
Review draft tax returns (personal, corporate, trust, and gift) and deliver findings to advisors, coordinating revisions with client CPAs as needed to ensure accuracy
Coordinate payment of client tax balances and quarterly estimated tax vouchers with Client Service Associates
Review client financial and legal records for accuracy, flagging discrepancies and coordinating updates with external parties (CPA, EPA, client) as necessary
Prepare investment intake forms to deliver to the investment department support account setup for separately managed account “SMA” investment strategies
Assist in training interns and client service associates, providing guidance and reviewing work for accuracy and timeliness
Support the team’s annual tax project by coordinating data collection from clients, delivering materials to CPAs, and maintaining clear communication among all related parties (CPA, client, and internal team)
Maintain and reconcile client sale and loan schedules for accuracy, ensuring coordination of interest payments and issuance of Crummey Notices
Create and maintain SOPs for recurring tasks and workflows to improve efficiency and consistency
Contribute to the creation and refinement of planning templates and checklists to enhance standardization and planning precision
Perform other duties as assigned, contributing to a collaborative and high-performing team environment
Qualification
Required
Bachelor's degree in Finance, Accounting, Business, or a related field
3–5 years of experience in financial planning, paraplanning, or client service within a wealth management environment
Proficiency with CRM and financial planning software (Salesforce, Orion, RightCapital)
Working knowledge of tax, estate, and financial planning concepts
Exceptional written and verbal communication skills
Advanced analytical and problem-solving abilities for data-driven recommendations
Strong organizational skills with meticulous attention to detail
Ability to collaborate effectively with both internal teams and external professionals
Experience developing and implementing SOPs, templates, and checklists for process improvement
Technical proficiency working with Microsoft Office, Salesforce, Orion, and RightCapital systems
Company
Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan Freeman
Chief Operating Officer
Recent News
PR Newswire
2022-01-24
Company data provided by crunchbase