About the Firm
A well-established, boutique financial planning and wealth management firm is seeking a strategic thought partner and Paraplanner to support a Financial Advisor in optimizing business operations, streamlining workflows, and delivering a high-touch client experience.
The firm works with values-driven individuals, families, and private foundations nationwide. They take a client-first approach, focusing on comprehensive financial planning, investment strategy, and long-term wealth management.
This is a part-time role with the potential to grow into a full-time position. The firm offers flexible work arrangements (remote, hybrid, or in-person).
Why Join?
This is an opportunity to work closely with a high-performing Financial Advisor in a strategic and operational role. The ideal candidate is highly organized, proactive, and passionate about financial planning. You will play a critical role in enhancing business efficiency, improving systems, and ensuring a seamless client experience.
The firm values thought partnership, collaboration, and continuous improvement. If you are looking for an opportunity to contribute meaningfully and be part of a forward-thinking financial practice, this role is for you.
Key Responsibilities
- Business Optimization: Develop and document Standard Operating Procedures (SOPs) to enhance efficiency and scalability.
- Client Meeting Support: Prepare materials, take notes, and track action items to ensure client needs are met.
- Investment & Planning Research: Conduct industry research and analyze financial planning strategies.
- Technology & Workflow Management: Utilize financial planning software to streamline operations.
- Client Engagement & Onboarding: Support the onboarding process and maintain strong relationships with clients.
- Strategic Thought Partnership: Collaborate with the Financial Advisor on business growth, marketing, and operational improvements.
Who We’re Looking For
Our client is seeking someone who can seamlessly integrate into the firm’s workflow and act as a right-hand person to the Financial Advisor.
The ideal candidate will bring:
- Experience in financial services (minimum three years preferred).
- A Bachelor’s degree (CFP® certification or progress toward it is preferred).
- Strong organizational and communication skills.
- The ability to work independently, anticipate needs, and problem-solve proactively.
- High attention to detail and commitment to confidentiality.
- Familiarity with financial planning tools and CRM software (e.g., Advyzon, MoneyGuidePro, Holistiplan, Income Lab, Schwab Advisor Center).
Work Environment & Compensation
- Part-time position (with potential to transition into full-time).
- Flexible work arrangements (remote, hybrid, or in-person).
- Compensation: $50,000 – $65,000 (based on experience).
- Employment Type: Open to W2 or 1099 structure.
- Professional Development: Support for CFP® coursework and continuing education credits.
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
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