Paraplanner

Financial Advisors Network, Inc. is a comprehensive Registered Investment Advisory (RIA) Firm providing tailored financial services to hundreds of local families. Since 1999, we have been dedicated to helping clients achieve their financial goals, managing over $1.1 billion in advisory assets across 700+ households. Our services include: Retirement Planning, Tax Planning, Insurance Planning, Estate Planning, and Investment Management. Job Summary We are seeking a detail-oriented and experiencedParaplannerto support our senior financial advisors. This role involves preparing financial plans, gathering and analyzing client data, assisting with tax projections, and ensuring portfolios are effectively managed. The ideal candidate is organized, proactive, and capable of working independently while maintaining a strong attention to detail. Qualifications & Experience Bachelor’s degreein finance, accounting, or a related field. 3+ years of experience in financial planning (required); 5+ years preferred. Strongresearch, analytical, and problem-solvingskills. Ability to work independently and meet deadlines. Experience withCRM (Redtail), eMoney, and Orion(a plus). Series 65 license & AIFor willingness to obtain full licensing within2 monthsof hire. Institutional experience with custodians such asCharles Schwab (preferred), Fidelity, LPL. Strongclient communication and interpersonalskills. Key Responsibilities Gather, organize, and analyze client data to develop, implement, and update financial plans using firm-provided software. Work closely with advisors to finalize financial plans and assist in client presentations. Integrate tax knowledge into financial planning strategies. Accurately input and manage client data withinCRM, eMoney, and Orion. Review client planning objectives and identify potential opportunities. Respond to client inquiries and prepare reports/documents in advance of meetings (financial plans, tax projections, performance reports, etc.). Participate in client meetings with advisors, taking notes and ensuring timely follow-up on action items. Handle account administration, includingopening/closing accounts, maintenance, and service-related paperwork. Manage personal workflows and tasks effectively. Compensation and Benefits Salary:$90,000 - $110,000 (dependent on experience) Bonus:Quarterly Net New Bonus potential Benefits Package: 401(k) with profit sharing Medical insurance Paid time off (PTO) & holiday pay Schedule Occasional overtime anticipated Conferences and external training may require multi-day, out-of-state travel Location In-office positioninTustin, CA (92780)– candidates must be willing torelocate before starting. Job Type : Full-time 401(k) Health insurance Paid time off Experience finance, accounting, or related field: 3 years (Required) License/Certification Series 65 (Preferred) Ability to Relocate Tustin, CA 92780: Relocate before starting work (Required) #J-18808-Ljbffr