Carlsbad, CAFull-Time | Monday–Friday, 8:30 AM – 5:00 PMNon-Exempt (Hourly)Pay: $30/hour (W2)Job OverviewWe are seeking a detail-oriented Paraplanner to support our financial planning team in delivering high-quality, comprehensive financial plans for our clients. This role works closely with advisors to prepare planning analyses, maintain data accuracy, and ensure all deliverables meet the firm's standards.The ideal candidate thrives in a collaborative team environment, enjoys analytical and detail-driven work, and takes pride in helping clients achieve their financial goals.Key ResponsibilitiesGather, organize, and verify client financial dataBuild and update comprehensive financial plans, including:Cash flow analysisRetirement planningEducation planningTax strategiesInsurance analysisComplex scenario modelingAssist advisors with scenario modeling, investment recommendations, and plan developmentPrepare pre-meeting summaries and support client meetingsComplete follow-up tasks and respond to client inquiriesTrack planning tasks and deadlines across multiple client engagementsMaintain accurate client documentation and ensure compliance with firm processesRequired QualificationsDegree in Economics, Finance, Financial Planning, Accounting, or related field (or equivalent work experience)Strong team-oriented mindset with excellent collaboration skillsSelf-starter with the ability to manage tasks independentlyStrong analytical and problem-solving skillsExceptional attention to detail and accuracyAbility to manage multiple priorities and deadlinesPreferred QualificationsCFP coursework completedSIE and/or Series 65 licenseExperience with financial planning software (e.g., eMoney)Why Join UsCollaborative and supportive team environmentOpportunity to work on comprehensive financial planning strategiesGrowth potential within a professional financial services firm#J-18808-Ljbffr