Wealth Planning Paraplanner — Path to Advisor
Stratos Wealth Partners
Pettinelli Financial Partners in Redwood City, CA is seeking a Paraplanner to join our team in-office. The role supports financial planning, data gathering, plan building and meeting prep, working closely with advisors and the client service team to ensure thorough delivery and follow-up. We offer a defined career path with pay raises for promotions and licenses, firm-sponsored licensing exams and CFP education support, mentorship, a robust benefits package, 401k matching, generous PTO, and #J-18808-Ljbffr Stratos Wealth Partners
Vacancy posted 1 day ago
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