Wealth Planning Paraplanner - Flexible PTO, 401k Match

Natoma Wealth, a dynamic financial advisory practice in Folsom, CA, is seeking a Paraplanner to support Wealth Advisors by gathering data and preparing planning documents. You will help develop client financial plans and run scenarios, keeping plans current and accurate. You will attend client meetings, take notes, and manage CRM tasks while assisting with client inquiries on financial planning and investments. A Bachelor’s Degree and Series 65 are preferred. #J-18808-Ljbffr HighTower Advisors, LLC