Paraplanner Jobs in California

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5 California Paraplanner jobs found on Monster.

Jobs 1 to 5 of 5
Financial planner / Paraplanner Job Label:Paraplanner POSITION SUMMARY: Seeking candidate who is enrolled in or has completed a financial planning certification program and who needs professional experience in a financial services firm. Must be detail-oriented and proficient at Excel, Word and Outlook. Opportunity to learn from a cohesive team of licensed professionals in a well-established, hi...
We are a successful Financial Planning and Investment Management firm located in the Montclair Village Business District of Oakland for over 30 years. We develop and maintain strong relationships with our clients and their families. We are seeking a well qualified ParaPlanner who wants to make our business their new full time professional “home”. The ParaPlanner will assist our Client Advisors an...
Job Location Walnut Creek, CA Virtual Location No Job Description SUMMARY OF RESPONSIBILITIES: The Paraplanner provides support to firm Financial Sales Representatives (FSRs) by performing case analysis tasks which enable exploration of viable financial solutions for Clients. By serving as a value-added resource in this area, the position drives firm productivity by ensuring a thorough revie...
MetLife Field Office Walnut Creek, CA
Job Location Walnut Creek, CA Virtual Location No Job Description SUMMARY OF RESPONSIBILITIES: The Paraplanner provides support to firm Financial Sales Representatives (FSRs) by performing case analysis tasks which enable exploration of viable financial solutions for Clients. By serving as a value-added resource in this area, the position drives firm productivity by ensuring a thorough revie...
Job Location Walnut Creek, CA Virtual Location No Job Description SUMMARY OF RESPONSIBILITIES: The Paraplanner provides support to firm Financial Sales Representatives (FSRs) by performing case analysis tasks which enable exploration of viable financial solutions for Clients. By serving as a value-added resource in this area, the position drives firm productivity by ensuring a thorough revie...

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Finance Career Tools

Financial Planner

Salaries

$29,120.00 - $165,200.00
Typical Salary for Financial Planner in California
(257 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
59.7%
Master's
16.9%
Some College Coursework Completed
6%
Professional
6%
Doctorate
5.5%
High School
2%
Vocational
2%
(201 Respondents)
Source: Monster.com Careerbenchmarking Tool
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