Folsom, California, United States · On-site
$65k–$80k/yr
Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. Characteristics you will need for this …
Skills: Financial Planning, Data Gathering, CRM Proficiency, Analytical Skills, Client Communication
Dallas, Texas, United States · On-site
About Smith Anglin Financial Smith Anglin Financial is an airline-focused wealth management practice with over 25 years of experience serving commercial airline pilots across the United States. With approximately $2.3B i…
Skills: Outbound Calling, Lead Generation, CRM, Verbal Communication, Appointment Scheduling
Waltham, Massachusetts, United States · Hybrid
Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal…
Skills: Tax Compliance, Tax Planning, Partnership Taxation, S-Corporation Taxation, Trust Taxation
Folsom, California, United States · On-site
$60k–$75k/yr
Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a Client Service an…
Skills: Account Services, Transaction Processing, CRM Management, Client Relationship Management, Scheduling
Waltham, Massachusetts, United States · Hybrid
Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and pe…
Skills: Client Relationship Management, Account Onboarding, Money Movement, Regulatory Compliance, Salesforce
Chicago, Illinois, United States · Hybrid
$150k–$175k/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Skills: Data Architecture, Enterprise Data Modeling, Master Data Management, Collibra, SQL
Chicago, Illinois, United States · Hybrid
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Skills: Project Management, IT Integration, M&A Integration, Change Management, Risk Mitigation
Chicago, Illinois, United States · Hybrid
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Skills: Project Management, M&A Integration, Operational Due Diligence, Change Management, IT Strategy
New Gloucester, Maine, United States · On-site
$70k–$90k/yr
Your Future Team Simmons Investment Advisors operates as a private financial advisory practice within Hightower Advisors, a financial services company. Established in 1987, Simmons Investment Advisors provides investment…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Asset Movement, Regulatory Compliance
Washington, District of Columbia, United States · On-site
$100k–$110k/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash managem…
Skills: Relationship Management, Financial Planning, Tax Planning, Investment Strategy, Estate Planning
Chicago, Illinois, United States · Hybrid
$80k/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash managem…
Skills: Billing Analysis, Financial Analysis, Envestnet Wealth Management, Black Diamond, Microsoft Excel
Chicago, Illinois, United States · Hybrid
$145k–$155k/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Skills: IT Strategy, Governance, Service Delivery, Vendor Management, Budget Management
Chicago, Illinois, United States · Hybrid
$120k–$130k/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Skills: M&A Integration, RIA Operations, Project Management, Cross-functional Execution, Client Onboarding
Harrison, New York, United States · On-site
$65k–$75k/yr
Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle …
Skills: Client Relations, Account Maintenance, CRM Management, Meeting Coordination, Written Communication
Los Angeles, California, United States · On-site
$110k–$120k/yr
Your Future Team Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 m…
Skills: Client Relationship Management, Investment Operations, Asset Allocation, Account Establishment, Financial Research
Chicago, Illinois, United States · Hybrid
$160k–$180k/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Skills: Strategic Sourcing, Contract Negotiation, Vendor Management, Risk Management, Procure-to-Pay Workflows
New York, New York, United States · On-site
$100k–$115k/yr
Your Future Team Treasury Partners operates as an advisory practice within Hightower Advisors, a financial services company. Established in 1988, Treasury Partners provides investment services to corporations, endowments…
Skills: Client Servicing, Account Opening, Asset Allocation, Portfolio Implementation, Strategic Planning
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The Paraplanner is responsible for gathering client financial data and preparing planning documents to support Wealth Advisors. They also assist in creating financial scenarios, attending client meetings, and maintaining current financial plans.
Candidates must have a Bachelor's degree, at least two years of similar experience, and a Series 65 license. Proficiency in CRM and Microsoft Office tools is required along with strong organizational and communication skills.
Your Future Team
Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.
Characteristics you will need for this role:
Job Summary
We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.
What You’ll Do
Required Skills
What You’ll Bring
What We Offer
AN EQUAL OPPORTUNITY EMPLOYER: Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
A community of independent-minded advisors delivering holistic financial advice.
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US · 505 5th Ave., 14th Floor, New York, NY 10017, US · 201 Spear St., Suite 1100, San Francisco, CA 94105, US
A community of independent-minded advisors delivering holistic financial advice.
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US · 505 5th Ave., 14th Floor, New York, NY 10017, US · 201 Spear St., Suite 1100, San Francisco, CA 94105, US
