Curent Openings

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.

 

JOB 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 

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

Accountable

Reputation

Fun

Integrity and Honesty

Passionate

If you are interested in applying for a position, please send your resume to careers@warrenstreetwealth.com