Senior Paraplanner/Planning Specialist
Financial Planner Recruiting, LLCCalifornia, United States
Posted January 5, 2026
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth‑management firms, sourcing both emerging and seasoned financial planners who align with each firm's culture and growth objectives. Leveraging deep industry knowledge and a rigorous vetting process, the firm identifies top talent across the independent advisor market and presents candidates ready for immediate impact. Its distinctive value lies in a tailored approach that balances rigorous screening with a personalized partnership, ensuring a seamless match between advisors and firms. By managing the entire hiring journey—from talent acquisition to onboarding—Financial Planner Recruiting reduces time‑to‑hire and enhances retention for independent wealth‑management practices. The result is a pipeline of high‑potential advisors who are primed to contribute to their firms' success.
Job Description
We are seeking a Senior Paraplanner/Planning Specialist to serve as the right hand to our Founder and Lead Advisor in a boutique RIA serving retirees and multi-generational families.
Requirements
- 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
Benefits
- Salary (commensurate with experience) plus bonus and benefits package