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ASSOCIATE ADVISOR – 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
Description:
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.
Roles & Responsibilities:
- Input data into financial planning software, including constructing and updating financial plans, and identifying issues and opportunities for discussion with Wealth Advisors.
- Areas of emphasis include financial goals and retirement needs analysis, Social Security and Medicare planning, education planning, tax projections, charitable planning, insurance planning needs, executive compensation, and stock option analysis, estate planning, and cash flow analysis.
- Research ad-hoc financial planning questions.
- Meeting preparation and follow-up client services including working directly with team members and clients to gather all required data, prepare financial plans, and follow up on delivery of financial plans to clients.
- Compile, enter, and monitor CRM workflows related to client financial planning and general service requests.
- Communicate and work collaboratively with Wealth Advisors throughout the planning process to ensure that financial plans are completed accurately and promptly.
- Become a subject matter expert, staying current on planning issues, communicating updates to the team.
- Assist with client service requests.
Qualifications
- Bachelor’s degree (finance, economics, business administration, or related field preferred but not required)
- CERTIFIED FINANCIAL PLANNER (CFP®) designation, or currently working toward completion
- One to three years of paraplanner and or financial services experience
- Proficient in Google Suite, savvy with technology, and quick to learn new software
- Solid understanding of personal financial planning issues
- Professional, personable, efficient, and self-motivated
- Strong interpersonal skills, service-minded, and strong attention to detail required
- Strong written and verbal communication skills
- Problem-solving and client-first mindset
MARKETING MANAGER
Location: Remote & Tustin, CA
Hours: Full-Time Salaried Position
Reporting To: Sales and Marketing Director
Working With: Sales and Marketing Director, Business Development, and Lead Advisors.
Description:
If you are interested in a position at a fast-growing, team-oriented and entrepreneurial company, this opportunity could be for you. We are looking for an experienced, confident, motivated, and bright individual to help us proactively develop and grow our client base in the Southern California area.
As a digital marketing specialist, you will directly contribute to the sales team by developing, nurturing, and closing digital marketing leads. Our ideal candidate can demonstrate measurable success within multi-channel paid media strategies, a passion for designing processes that scale, and a willingness to “get your hands dirty” by digging into technical operations for optimal solutions. Finally, the idea of working independently should excite you! We’re looking for someone who can initiate projects as needed to streamline work, knowing that you have a team around you for support and to help bring ideas to light.
While knowledge of the financial planning and investment industry is preferred, it is not required, provided you are eager to learn and passionate about the value of proactive financial planning and investment management. Being able to communicate our value as a firm will be critical to your success.
This position requires strong probing, problem-solving, and analytical skills. You will work in a fast-paced environment with minimal supervision. Candidates must have a minimum of 3 years of work experience, with at least 2 years in a technical, digital marketing-focused role.
Roles & Responsibilities:
- Create, implement, and measure digital lead generation campaigns
- Nurture marketing leads through funnel from initial contact through conversion
- Implement and measure paid and earned media strategies
- Manage the receipt, handling, and escalation of sales inquiries
- Develop sales presentations (will have design support if needed)
- Produce appropriate marketing and PR collateral as required (and/or manage creative agency, depending on skill set)
- Manage the firm’s social media accounts
- Manage and maintain the firm’s website, including resource library
- Build and maintain a content calendar and campaigns around specific content
- Build and maintain integrations between marketing and sales systems: Mailchimp, Salesforce, Eventbrite, Zapier, etc
- Publish and distribute original and sourced content. One piece of new content per week
- Plan and host 2 digital and in-person events per month with a goal of 15 attendees at each event.
- Generate a consistent stream of new leads per week to help the sales team meet their goals.