CFP Servicing Advisor
$94.64kPierson Wealth Management
3 days ago Be among the first 25 applicants Paraplanner with CFP Designation & Client Service Associate Manager In-Person | Full-Time Position Santa Clarita Valley, California Salary: $94,640 starting base with bonus opportunities Pierson Wealth Management is hiring a CFP-certified Paraplanner to join our team in Santa Clarita, California. This role requires a highly-organized and efficient financial planning professional who thrives in a fast paced environment. This is a strictly in-person position with a prompt 8:00 AM to 5:00 PM daily schedule, Monday through Friday. Applicants must live locally or plan to relocate to the area. As Paraplanner, you will act as a vital link between Advisor Planning and Client Service Operations. You’ll focus on preparing and implementing financial plans, supporting client meetings, and managing a segment of client relationships. Your work enables the Lead Advisor to focus on strategic growth while you ensure seamless plan execution and a consistent, high-quality client experience. ________________________________________ Key Responsibilities: Financial Planning & Client Strategy
- Collaborate with the Lead Advisor to independently design, update, and implement financial plans
- Lead or co-lead client review meetings for your assigned segment
- Prepare polished pre-meeting materials including financial projections, tax summaries, and investment updates
- Provide timely post-meeting follow-up and support for both existing and prospective clients
- Take an active Second-Chair Advisor role in a smaller segment of client meetings
- Supervise and mentor Client Service Associates using the EOS method
- Ensure the timely and accurate implementation of planning and investment strategies
- Maintain CRM task tracking and data integrity
- Deliver professional service and respond to client inquiries within 24 hours
- Track and manage follow-up items and planning opportunities
- Identify gaps and proactively suggest planning or portfolio solutions
- Maintain an organized and actionable pipeline of planning and sales opportunities
- Contribute to a positive, accuracy-driven office culture
- Participate in internal meetings, strategy sessions, and training
- Attend and support marketing, client, and educational events (minimum 4 per quarter)
- CFP certification required or in active progress
- Life insurance license required or willingness to obtain
- 3–5 years in financial planning, wealth management, or client service within an RIA or advisory firm
- Proficient in financial planning tools (eMoney, MoneyGuidePro), CRM systems (RedTail, Salesforce), and portfolio software
- Exceptional communication, attention to detail, and high follow-through - we are seeking a true polished professional
- Ability to manage responsibilities independently and meet deadlines consistently
- Financial plans are delivered on time and followed up within 2 business days
- Clients receive consistent, professional service with responses within 24 hours
- 10+ new revenue-generating opportunities identified per quarter with 50%+ conversion
- Uphold KPI of new revenue identified through client reviews each quarter
- Manage ongoing revenue opportunities maintained in CRM pipeline
- Hold timely and accurate client reviews with high client satisfaction and strategic insight
- Active participation in client, marketing, or networking events each quarter
- Positive contribution to firm culture, operations, and growth
Vacancy posted 4 days ago
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