Paraplanner & Associate Advisor for Wealth Planning
The Well
The Well, a boutique independent RIA in Dana Point, CA, seeks a Paraplanner / Associate Advisor to join their close-knit team. This on-site role focuses on advanced planning for trusts, tax strategy, philanthropy, and multi-generational wealth, with direct mentorship from a lead advisor. Ideal candidates have 3+ years in financial planning, a serving mindset, and are local to Dana Point. CFP in progress or completed is a strong plus, with opportunities for designation-support and growth within #J-18808-Ljbffr The Well
Vacancy posted 6 days ago
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