Paraplanner - Life By Design Investment Advisory Services : Job Details

Position Overview: We are a boutique financial advisory firm in Dana Point, CA, specializing in holistic wealth management for high-net-worth individuals and families. Our mission is to guide clients through life transitions with tailored financial strategies, incorporating advanced Tax planning, Estate management, Legacy Planning and Retirement portfolio allocations. We are seeking a seasoned Financial Planning associate with a strong background in personable client relations, working in an RIA and operational efficiency to join our team. This role is primarily in-office and ideal for a detail-oriented, client-focused professional passionate about delivering exceptional service.