Wealth Management Paraplanner
Pocketbook AgencyIrvine, California, United States
Posted October 29, 2025
100000 - 125000 USD year
Full Time
About the Company
Pocketbook Agency is a boutique recruiting firm recognized by Forbes and Inc. for excellence, specializing in executive support and elite administrative talent across the United States. They source highly skilled professionals—from executive assistants and chief of staff to estate managers, chefs, and butlers—for corporate, high‑net‑worth, and household clients in sectors such as technology, finance, media, and real estate. The firm differentiates itself through a personalized, partnership‑driven approach, leveraging deep industry insight and a vetted national network to deliver precise, discreet placements that align with each client’s unique environment. Their track record of rapid growth and multiple industry awards underscores their commitment to excellence and impact from day one.
Job Description
We are looking for a Wealth Management Paraplanner to provide support to the Advisory team in Irvine, California. The primary functions of this role include advisor support, client proposals, plan implementation, and research.
Requirements
- 10+ years of experience in life insurance marketing support and/or advisor support
- BA/BS degree in Business, Finance, or related
- CPA, CLU, CFP, or Law Degree
- Measured competency in mathematics and financial spreadsheets
- Knowledge of life insurance products and marketing techniques
- Strong initiative, critical thinking, flexibility, accountability
- Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines
- Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors
- Ability to work autonomously and perform well under pressure
- Expert level written and verbal communication skills
- Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs
- Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner
Benefits
- Discretionary bonus
- Benefits