Senior Paraplanner

Our client is a boutique RIA serving retirees and multi-generational families with complex wealth, tax, estate, and life planning needs. We are seeking a Senior Paraplanner/Planning Specialist to serve as the right hand to our Founder and Lead Advisor. This is a strategic, behind-the-scenes role for a seasoned professional who loves translating deep client conversations into thoughtful, comprehensive financial plans.

Responsibilities

• Synthesize complex client meetings into complete planning strategies
• Draft client-ready correspondence in the advisor's voice
• Coordinate tax, estate, investment, and insurance planning
• Support ESG portfolio design and retirement income strategies
• Partner with CPAs, attorneys, and insurance professionals
• Audit and refine financial plans using advanced planning tools
• Bring the firm's proprietary life-planning framework to life

This Role Is Not:

• A processing role
• A task-only operations role
• A stepping stone to building your own book

This Role Is:

• Case design ownership
• Advisor-level synthesis and communication
• Long-term partnership

Qualifications

• 5+ years in an RIA wealth management environment
• Strong retirement, tax, estate, and insurance planning knowledge
• Exceptional written communication skills
• High emotional intelligence and client sensitivity
• CFA, CFP or equivalent experience preferred

Who Thrives Here

Someone who values depth over volume, partnership over ego, and long-term impact over short-term advancement.

Salary (commensurate with experience) plus bonus and benefits package. This is an on-site role in Dana Point, CA.