Paraplanner for Mission Financial Planners, LLC

As a Para Planner at Mission Financial Planners, you will support our financial advisory team by preparing financial plans, conducting research, and assisting with client management.

Requirements

• Bachelor’s degree
• At least 2-4 years of experience in financial planning or related support roles
• Knowledge of financial planning software; familiarity with eMoney is a plus
• Strong analytical and problem-solving skills, with attention to detail
• Excellent communication skills, both written and verbal
• Ability to thrive in a fast-paced environment and manage multiple priorities
• CFP designation or progress toward certification is preferred

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan