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 5 days ago
Similar jobs that could be interesting for youBased on the CFP Servicing Advisor in Santa Clarita, CA vacancy
- ...Description Service Advisor We're a results-focused, performance-driven team that knows how to deliver. Every role here plays a key part in shaping an exceptional experience for our customers and for each other. We offer the kind of benefits you'd expect from...SuggestedHourly payFlexible hours
American Tire Depot
Valencia, CA2 days ago - ...We offer an exceptional work environment, supportive ownership, and a culture built on honesty and integrity. As our Service Department continues to grow, we are looking for the right individual to join our team and contribute to our ongoing success. What You Will...SuggestedWork at office
Infiniti of Valencia
Valencia, CAa month ago $50k - $75k
...Service Advisor Camping World is seeking a Service Advisor to join our growing team. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department as well...SuggestedFull timePart timeLocal area$16.5 per hour
...a dynamic team member with a proven track record in a used car automotive environment. We are hiring an experienced Automotive Service Advisor to join our team! Now is the time to take your career to the next level. Prospective candidates will possess a desire to be the...SuggestedFull timeTrust Palmdale Honda
Santa Clarita, CA2 days ago- Apply Online Now! We are an Equal Opportunity/Affirmative Action Employer dedicated to a policy of compliance with all federal, state, and local laws regarding nondiscrimination in employment. No questions included in our application process are intended to secure information...SuggestedLocal area
Infiniti of Valencia
Valencia, CAa month ago $22 - $25 per hour
Adept Fasteners, Inc. is looking for an Account Administrator to manage key account contracts in Contract Sales. The ideal candidate will ensure timely delivery of solutions while assisting with order entry and customer relations. This role requires strong proficiency in...Hourly payContract work$18 - $25.4 per hour
...shelves. All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. All positions must be performed in accordance with team and store Standard Operating...Hourly payFull timePart timeSeasonal workImmediate startAll shiftsFlexible hoursShift workNight shiftWhole Foods Market
Santa Clarita, CA4 days ago$18.5 - $25.4 per hour
...shelves. All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. All positions must be performed in accordance with team and store Standard Operating...Hourly payFull timePart timeSeasonal workImmediate startAll shiftsFlexible hoursShift workNight shiftWhole Foods
Valencia, CA1 day ago- ...computers and devices. You’ll listen to customers, diagnose issues, and work with fellow Agents to restore devices and deliver a great service experience. You’ll perform diagnostics, follow procedures, and stay current with knowledge and certifications through ongoing...
$16.5 - $30 per hour
...Outside Services Attendant Club Location: Valencia Country Club - Valencia, CA Arcis Golf team members thrive on anticipating needs, forging connections, and elevating experiences for our team, members, and guests. We are an inclusive team of unique individuals...Local areaFlexible hoursArcis Golf
Santa Clarita, CA5 days ago$20 - $28 per hour
...the Anahita Ultimate Finishing Team At Anahita Ultimate Finishing, we are committed to delivering exceptional home remodeling services with a focus on quality craftsmanship and outstanding customer service. We're looking for an organized, proactive, and dependable...Hourly payFull timeWork at officeBath Planet
Santa Clarita, CA4 days ago$18.47 per hour
...Complimentary Services AttendantCompensation: $18.47 per hourYou are friendly, helpful, and enjoy creating a welcoming environment for guests. You understand the importance of providing warm service and making sure complimentary offerings are clean, stocked, and guest...Flexible hoursAfternoon shiftDimension Hospitality, LLC
Santa Clarita, CA1 day ago- Description: Guest Service Attendant Job Description: • Provide Legendary Service to guests in the dining room by being the ambassador to the kiosk ordering system. Essential Functions: • Greet every guest with a smile, greeting and to help direct them to kiosk ordering...
Corner Bakery
Valencia, CA1 day ago $27 - $30 per hour
...Assistant Service Manager Job Location: Park Sierra – Canyon Country, CA 91387 | Position Type: Full Time | Salary: $27.00 – $30.00 per hour | Shift: Day Reports To: Service Manager How you will contribute Customer Service Foster a feeling of belonging and a high‑quality...Hourly payFull timeFlexible hoursShift workGHP Management
Santa Clarita, CA3 days ago- ...Retailer is seeking full-time Sales Consultants in Santa Clarita, California. This role focuses on providing exceptional customer service while achieving sales goals and creating a welcoming in-store experience. Successful candidates will have a high school diploma, customer...Full time
Victra - Verizon Authorized Retailer
Santa Clarita, CA5 days ago $30.08 - $42.5 per hour
...Regional Center “NLACRC” is a private, non‑profit agency that is contracted with the State of California, Department of Developmental Services, to provide services to individuals with intellectual and developmental disabilities. NLACRC is one of the largest regional...Hourly payWork at officeRemote workFlexible hours- ...organized and empathetic individual to join our thriving team as a Wireless Solutions Sales Associate representing the AT&T business services portfolio. This is an exceptional entry-level opportunity for those eager to build a successful career by directly guiding...Full time
Element Management
Santa Clarita, CA1 day ago $70k - $80k
...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained...Temporary workWork at officeMonday to FridayShift workDay shift- Cintas is seeking an Assistant Route Service Sales Representative to provide route service to a set customer base, including pickup and delivery of uniforms and facility products. Daily duties include lifting and carrying clean products into client sites and removing soiled...
$50k - $150k
Financial Advisor Valencia, California, United States Foundation Risk Partners, one of the... ...adjustments as needed Provide ongoing client service, communication, and support to ensure... ...California Life Insurance License is a plus CFP or ChFC designation preferred but not...Work at officeLocal area$70k - $80k
...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained...Temporary workMonday to Friday- ...office. This position requires a proactive individual with excellent communication skills and a passion for delivering outstanding service. Key Responsibilities: - Maintain organized and accurate records of all transactions, agreements, and invoices. - Provide clerical...Work at office
Infiniti of Valencia
Valencia, CAa month ago $30 - $35 per hour
...condition of contracts. Effectively manage customers and projects while collaborating with various teams to ensure the highest level of service is given to the customer. Maintain proper and accurate execution of related tasks. Manages general business operations for the...Hourly payPermanent employmentFull timeContract workLocal areaLockwood Industries, LLC dba Fralock
Valencia, CA5 days ago- ...residents, guests, and visitors to the community. Manage lobby flow, appointments, and walk-ins. Assist with dining reservations, shuttle services, and provide local area information. Deliver exceptional customer service and timely communication through newsletters, flyers,...Full timeContract workLocal areaImmediate start
Legacy Partners
Santa Clarita, CA4 days ago $20 - $28 per hour
Bath Planet is seeking an Office Administrator to manage daily office operations and provide administrative support. This role combines responsibilities of an Administrative Assistant and Office Manager, ensuring an organized work environment. The ideal candidate should...Hourly payFull timeWork at office- ...At Your Service Center Colleague Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement...Full timePart timeAll shiftsFlexible hoursShift workNight shiftAfternoon shift
- Career Opportunities with Vallarta Supermarkets A great place to work. Share with friends or Subscribe! Are you ready for new challenges and new opportunities? Join our team! Current job opportunities are posted here as they become available. Subscribe to our RSS feeds...Work at officeLocal areaMonday to FridayWeekend work
$19.69 - $29.54 per hour
...Member Services Officer The Member Services Officer I (or II) is responsible for providing "wow" level service to both members and co-workers in a contact center environment. Through effective listening and thorough knowledge of our products and services, the MSO satisfies...Work at officeShift workWeekend workWeekday work- ...You will support short and long-range goals, bring specialized lactation knowledge, and promote baby-friendly practices in acute care and outpatient settings, with a focus on compassionate patient care and teamwork. #J-18808-Ljbffr International Executive Service Corps
$18.47 per hour
...Complementary Services Attendant Santa Clarita, CA 91381 Overview Salary Range $18.47 - $18.47 Hourly Position Type Part Time Job Shift Day Description You are friendly, helpful, and enjoy creating a welcoming environment for guests. You understand the importance...Hourly payPart timeFlexible hoursShift workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CFP Servicing Advisor. Be the first to apply!
Related searches
- environmental services attendant Santa Clarita, CA
- public service officer Santa Clarita, CA
- environmental service worker Santa Clarita, CA
- food service officer Santa Clarita, CA
- human services specialist Santa Clarita, CA
- community services specialist Santa Clarita, CA
- member services specialist Santa Clarita, CA
- honda service advisor Santa Clarita, CA
- protective services officer Santa Clarita, CA
- human services program consultant Santa Clarita, CA