Paraplanner Series 7 a MUST
$85k - $100kAppleOne Employment Services
Job Description
Job Description
Job Summary
We are seeking a detail-oriented Paraplanner with a required Series 7 license to support financial advisors in a direct hire opportunity in Walnut Creek, CA. This role is ideal for a financial services professional with brokerage or retail brokerage experience who enjoys working closely with advisors, partners, and clients across tax, retirement, investment, and wealth management planning. This is an excellent opportunity to join a professional financial planning environment where accuracy, client service, teamwork, and advisor support are highly valued. The role offers meaningful exposure to client planning, portfolio preparation, account administration, investment trade documentation, and performance reporting. Candidates who thrive in a collaborative, client-focused setting with supportive leadership and strong benefits will find this opportunity especially attractive. Key Responsibilities - Provide direct paraplanning and administrative support to one or more financial advisors.- Assist with client service needs related to tax, retirement, investment, and wealth management planning.
- Conduct online research, prepare presentations, develop portfolios, and support planning deliverables.
- Set up new client accounts, record investment trades, and ensure accurate documentation.
- Prepare Excel spreadsheets, performance reports, and client-facing materials.
- Follow up with clients and internal partners to ensure timely, accurate completion of requests. Compensation and Benefits - Salary range: $85,000 to $100,000 per year.
- Direct hire opportunity.
- Medical benefits with 5 plan options.
- Dental insurance.
- Vision insurance.
- 401(k) with 3% match through Schwab.
- Disability benefits.
- Paid off-site parking located one block away. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf The pay transparency policy is available here:
- transp_%20English_formattedESQA508c.pdf For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1027 Company Description
This company offers growth and a great group of people to work with.
Company Description
This company offers growth and a great group of people to work with.
Vacancy posted 4 days ago
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