Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 6 days ago

Paraplanner

Workable (global search)108,016 open roles

Where
Calabasas, CA, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowParaplannerWorkable (global search) · Calabasas, CA, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 6 days ago

Workable (global search) median: 7 days open

The posting

We are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future.

We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.

Position Overview

The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs. This individual will work closely with advisors to ensure a seamless planning experience while helping maintain the high level of service our clients expect.

This role is well-suited for someone looking to deepen their financial planning knowledge, gain exposure to all aspects of the client experience, and build a long-term career within the financial services industry.

Key Responsibilities

  • Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
  • Gather, review, and analyze client financial information to support planning strategies and recommendations
  • Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings
  • Develop portfolio and product solution recommendations that align with client goals, risk tolerance, and time horizon
  • Maintain client communication throughout the financial planning process
  • Respond to client inquiries and provide account servicing support as appropriate and allowable
  • Review and update client information in preparation for client review meetings
  • Attend and participate in client meetings as needed
  • Coordinate and track projects, follow-up items, and ongoing planning initiatives
  • Perform additional practice management and client service responsibilities as assigned

Requirements

Qualifications & Experience

  • Bachelor's degree preferred
  • Two or more years of financial services industry experience preferred
  • Previous experience in a paraplanner, financial planning, client service, or advisor support role strongly preferred
  • Strong analytical, organizational, and problem-solving skills
  • Exceptional attention to detail and accuracy
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Strong written and verbal communication skills
  • Ability to work independently while collaborating effectively with advisors and team members

Licensing Requirements

Candidates must currently hold or be willing to obtain the following licenses within six months of hire:

  • Series 7
  • Series 66
  • State Life, Accident, and Health Insurance License

Preferred Skills

  • Strong client service and relationship management skills
  • Accountability and ownership mindset
  • Effective self-management and time management
  • Technology proficiency and ability to quickly learn new systems
  • Experience creating polished and visually appealing client materials
  • High level of professionalism and confidentiality
  • Ability to support compliance and regulatory requirements within the practice
  • Positive attitude and commitment to continuous learning and professional development

Benefits

Compensation & Benefits

  • $31–$43 per hour, depending on experience
  • Non-exempt
  • Full-time position (40 hours per week)
  • Paid time off and paid holidays
  • 401(k) with employer match
  • Long-term disability
  • Professional development and licensing support
  • Opportunity to work closely with experienced financial advisors and planning professionals

Schedule & Work Environment

  • Full-time, in-office position located in Calabasas, CA
  • Collaborative and team-oriented culture
  • Fast-paced financial planning environment
  • Significant interaction with advisors and clients
  • Opportunity to make a meaningful impact on both client outcomes and practice success

Why Join the practice?

This is an opportunity to join a respected financial planning practice where your contributions directly support both advisors and clients. You will play a critical role in helping deliver comprehensive financial planning solutions while building valuable industry experience and expanding your professional skill set.

At the practice, we value teamwork, continuous improvement, client-first service, and a commitment to excellence. We are looking for individuals who are motivated to learn, contribute, and grow alongside our team.

Equal Opportunity Employer

The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.