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
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, CA1 day ago - ...What You Will Do Greet customers and provide a welcoming, professional experience from first contact through completion of service. Listen to customer concerns, gather relevant information, and document service requests accurately. Explain recommended services, timelines...SuggestedWork at office
Infiniti of Valencia
Santa Clarita, CA2 days 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 areaCamping World Holdings
Newhall, CA4 days ago- ...Industry we are eager to find the right match for our growing Service Department. GENERAL DESCRIPTION: The Service Consultant has... ...Previous technician, cashier, warranty administrator, or other advisor experience. 3. Ability to be insured to operate a motor...SuggestedLocal areaImmediate start
Infiniti of Valencia
Valencia, CA1 day ago - ...Infiniti of Valencia is seeking a customer service/ service coordination professional to greet customers, document service requests, and explain recommended services. You will schedule appointments, provide timely follow-ups, and collaborate with the service team to ensure...Suggested
Infiniti of Valencia
Santa Clarita, CA2 days ago $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...Full timeTrust Palmdale Honda
Santa Clarita, CA1 day 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...Local area
Infiniti of Valencia
Valencia, CAa month ago $50k - $60k
...-oriented Sales Coordinator to support our sales team in achieving goals through account management, lead generation, and customer service. The ideal candidate will have strong communication skills and a passion for sales, thriving in a fast-paced environment. Compensation...Hilton Worldwide Holdings
Valencia, CA3 days 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$16.9 - $19.5 per hour
...Service Associate Valencia: McBean Pkwy / Town Center Dr EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS...Daily paidFull timePart timeFlexible hoursWeekend workAfternoon shiftEŌS Fitness
Santa Clarita, CA3 days 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...
$50k - $150k
...Financial Advisor Foundation Risk Partners, one of the fastest growing insurance brokerage... ...as needed Provide ongoing client service, communication, and support to ensure long... ...California Life Insurance License is a plus CFP or ChFC designation preferred but not...Work at officeLocal areaFoundation Risk Partners
Valencia, CA3 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...management and investment products and services for individuals, companies, and... ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning...Work at officeShift workDay shift
Bank of America
Santa Clarita, CA1 day ago - ...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
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, CA2 days ago- ...Job Title Office Assistant (Typing) Job Description and Duties Under the general supervision of the Area's Office Services Supervisor I (Typing), the Office Assistant is responsible for processing CHP 180, Stored/Impounded Vehicle Report, by verifying/updating...Work at office
California State Jobs
Stevenson Ranch, CA4 days ago $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
Valencia, CA4 days 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, CA2 days ago $18.5 - $31.5 per hour
...: Mid-Shift, Closing Location Wal-Mart #2297 25450 THE OLD RD, STEVENSON RANCH, CA, 91381, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry...Hourly payMinimum wageFull timeTemporary workPart timeShift workWalmart
Stevenson Ranch, CA4 days 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, CA2 days ago- ...Dimension Hospitality - - Responsibilities: Set up and restock complimentary food and beverage items; Greet guests and provide friendly service; Keep the service and dining areas clean, organized, and presentable; Monitor food levels and replenish items; Clear tables and...
Dimension Hospitality
Santa Clarita, CA4 days ago $18.47 per hour
...Complimentary Services Attendant Compensation: $18.47 per hour You 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...Hourly payFlexible hoursShift workAfternoon shiftHampton Inn Los Angeles/Santa Clarita
Valencia, CA3 days ago- Stater Bros. - 26900 Sierra Hwy - [Retail Associate / Stocker / Team Member] As a General Merchandise Floor Clerk with Stater Bros. you'll: Assist customers with questions; Be responsible for stocking-ordering-rotating-and-merchandising product for customer purchase......Immediate start
Stater Bros.
Santa Clarita, CA1 day ago $17.1 - $22.85 per hour
...JOB SUMMARY: The General Merchandise Clerk ("GMC") is accountable for delivering G.O.A.T. (Greet, Observe, Assist, Thank) service to our customers. This position plays a key role in supporting multiple areas of store operations and delivering outstanding customer...Hourly paySeasonal workFlexible hoursShift workAfternoon shiftStater Bros.
Newhall, 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$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$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- ...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, CA4 days ago $25 - $33 per hour
...unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned,...Hourly payWork at officeLocal areaKellyMitchell Group
Santa Clarita, CA4 days ago- 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...
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
- staff services manager Santa Clarita, CA
- veterans service officer Santa Clarita, CA
- honda service advisor Santa Clarita, CA