Join the team
Job Title: Paraplanner
Location: Remote & Tustin, CA
Hours: Full-Time Salaried Position
Reporting To: Director of Financial Planning
Working With: Director of Financial Planning, Director of Operations, Wealth Advisors, Client Service Associate
If you are interested in a position at a fast-growing, team-oriented, and entrepreneurial company, this opportunity might be for you. We are seeking a highly motivated, detail-oriented, Paraplanner to join our team, reporting to the Director of Financial Planning. As a Paraplanner you will work closely with our Wealth Advisors in a team-based setting and you will be a critical element to our Firm’s growth.
As a Paraplanner, you will be expected to make a direct impact on the business by supporting Wealth Advisors in developing customized personal financial plans for new and existing clients. The Paraplanner role provides a career path to develop into a future Wealth Advisor at Warren Street Wealth.
What we provide:
We will provide you with a collaborative environment where you will be able to contribute to the success of a team that continues to drive results. We will also provide you with a fun and safe place to work in addition to ongoing training and administrative support.
About Warren Street Wealth Advisors:
Warren Street’s vision is to advise 1,000 households and to manage over $1,000,000,000 in assets under management (AUM). Warren Street currently advises 300+ families and businesses and manages over $240,000,000 in AUM (as of 06/14/2021).
Warren Street’s Core Values:
Clients’ Best Interest First
Integrity and Honesty
If you are interested in applying for a position, please send your resume to email@example.com