Paraplanner
About this role
Paraplanner
Paraplanner | Wealth Management Firm | Walnut Creek
Join a growing wealth management firm known for thoughtful financial planning, personalized client service, and a collaborative culture. As the first dedicated Financial Planning Analyst, you'll have the opportunity to help shape the function while working directly with experienced advisors.
This is an excellent opportunity for an early-career professional passionate about personal finance, markets, and investment research.
You'll gain broad exposure across financial planning, portfolio analysis, and client strategy, with strong mentorship, licensing support, and a clear path toward senior planning or advisory roles. The firm also offers company-paid health and dental coverage, retirement contributions, PTO, and strong professional development support.
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