The Paraplanner career path is for individuals who are eager to learn and grow their knowledge of financial planning and portfolio management. For the right candidate, this position can lead to an Associate Advisor position within our expanding firm.
- Do you derive your energy by working in a collegial and professional environment? Do you enjoy engaging with teammates, asking questions, and thrive on feedback?
- Are you a professional with a natural curiosity in all things related to personal finance? Do you hold yourself to the same high standards you expect of your colleagues?
- Are you currently working in the Financial Industry and looking for a fee-only, financial planning-centric firm that is consistent with your values?
If so, we want to talk to you!
We are a successful, growing financial planning and investment management firm located in the university town of Davis, CA, just outside of Sacramento. We provide a unique work environment for team members who value doing the right thing for our amazing clients while also balancing our personal needs outside of work.
Contributions You Will Make
Embrace a “Case Manager” mindset. Proactively identify issues and opportunities for clients and respond to service requests.
Leveraging your high attention to detail, prepare paper and e-forms to open and service investment accounts.
Maintain up to date, accurate data in our leading-edge financial planning and investment management platforms.
Using your people skills, pitch in with other team members to manage incoming calls when needed.
Produce impactful financial planning and investment management reports for Planners to present to clients.
Support the trading and portfolio management/rebalancing process. Prepare securities trades for review by planners.
Bring your best ideas and experience to constantly improve our processes, enhance client experience, and make everyone’s job more rewarding.
To apply for the position please send cover letter and resume to Matthew at firstname.lastname@example.org.
Selected candidate will be required to pass a drug test and background check.
Symphony Financial Planning is an equal opportunity employer.