Mariner Advisor Network
Recruitment Leader Looking for Top Talent
Mariner Advisor Network is recruiting for a Paraplanner to join Ideal Financial Advisors in Lafayette, CA.
About Ideal Financial Advisors Ideal Financial Advisors is a growing, boutique financial planning firm with $200M+ in assets, offering comprehensive financial planning and customized investment strategies to High‑Net‑Worth clients.
Mariner Advisor Network serves as a strategic partner to Ideal Financial Advisors.
Overview Ideal Financial Advisors, a growing fiduciary wealth management firm, is seeking a Paraplanner to support the firm owner and help deliver high‑quality service to a diverse client base. This in‑office role is ideal for a licensed, detail‑oriented professional looking to grow within a dynamic and supportive team environment.
The position requires Series 66 and 7 licenses at a minimum. Paraplanner will have at least one to two years of experience and will be willing to grow with a busy firm with established opportunities.
Key Responsibilities
Client Meeting Prep & Follow‑Up: Prepare documents, review tax/insurance info, manage meeting tasks, CRM updates, and compliance forms
Financial & Tax Planning Support: Assist in building retirement, tax, and estate plans; run projections and analyze scenarios
Administrative & Operational Support: Maintain CRM records, process account paperwork, and coordinate with custodians
Account and Investment Management: Help with proposals, portfolio rebalancing, trade prep, and monitoring RMDs/cash balances
Internal Coordination: Manage calendars, track tasks, and support workflow/process improvements
Qualifications
1–2 years of paraplanning experience
Licenses: Series 7 & 66
Strong MS Office skills and CRM/software familiarity
Desire to grow within the firm
Location: Lafayette, CA
Type: Full‑time, in‑office (5 days/week)
Benefits: 401(k) match, health insurance reimbursement, vacation and sick leave
Hands‑on professional development and industry education
Supportive and collaborative team environment
EOE/M‑F/D/V
Seniority level: Associate
Employment type: Full‑time
Job function: Finance
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About Ideal Financial Advisors Ideal Financial Advisors is a growing, boutique financial planning firm with $200M+ in assets, offering comprehensive financial planning and customized investment strategies to High‑Net‑Worth clients.
Mariner Advisor Network serves as a strategic partner to Ideal Financial Advisors.
Overview Ideal Financial Advisors, a growing fiduciary wealth management firm, is seeking a Paraplanner to support the firm owner and help deliver high‑quality service to a diverse client base. This in‑office role is ideal for a licensed, detail‑oriented professional looking to grow within a dynamic and supportive team environment.
The position requires Series 66 and 7 licenses at a minimum. Paraplanner will have at least one to two years of experience and will be willing to grow with a busy firm with established opportunities.
Key Responsibilities
Client Meeting Prep & Follow‑Up: Prepare documents, review tax/insurance info, manage meeting tasks, CRM updates, and compliance forms
Financial & Tax Planning Support: Assist in building retirement, tax, and estate plans; run projections and analyze scenarios
Administrative & Operational Support: Maintain CRM records, process account paperwork, and coordinate with custodians
Account and Investment Management: Help with proposals, portfolio rebalancing, trade prep, and monitoring RMDs/cash balances
Internal Coordination: Manage calendars, track tasks, and support workflow/process improvements
Qualifications
1–2 years of paraplanning experience
Licenses: Series 7 & 66
Strong MS Office skills and CRM/software familiarity
Desire to grow within the firm
Location: Lafayette, CA
Type: Full‑time, in‑office (5 days/week)
Benefits: 401(k) match, health insurance reimbursement, vacation and sick leave
Hands‑on professional development and industry education
Supportive and collaborative team environment
EOE/M‑F/D/V
Seniority level: Associate
Employment type: Full‑time
Job function: Finance
#J-18808-Ljbffr