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Paraplanner - Wealth Management

WWM Financial
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Job Title: Paraplanner (Entry Level)

Industry: Financial Services / Wealth Management
Location: Carlsbad, CA (100% On location in the office)
Reports To: Lead Financial Adviser 
Company: WWM Financial

Website: wwmfinancial.com

About Us

At WWM Financial, we are a client-centered wealth management firm focused on building long-term relationships and delivering customized financial planning solutions. We help individuals and families build, preserve, and enjoy their wealth with confidence.

Position Overview

This full time, entry-level paraplanner role is designed for a motivated graduate with a passion for personal finance and a desire to build a career in financial planning. As a paraplanner, you will work closely with our advisors to provide behind-the-scenes support in preparing financial plans, analyzing data, and helping deliver an exceptional client experience. This is an ideal role for someone pursuing a future as a CFP® or financial adviser.

Key Responsibilities

  • Assist in gathering and organizing client financial data including income, expenses, assets, and liabilities.
  • Help prepare reports, spreadsheets, and planning documents for use in client meetings.
  • Input data and run scenarios using financial planning software, MoneyGuidePro.
  • Conduct basic investment research and assist with portfolio reviews.
  • Support the team with meeting follow-up, documentation, and administrative tasks.
  • Help ensure data accuracy across client files and CRM systems.
  • Participate in team training and professional development opportunities.

Qualifications

  • Bachelor’s degree in Financial Planning, Financial Services, Finance, Economics, accounting or related field.
  • Strong interest in pursuing a career in financial planning (CFP® track preferred).
  • Excellent attention to detail and ability to manage multiple tasks.
  • Strong written and verbal communication skills.
  • Comfortable with Excel, Word, and learning financial software tools.
  • Professional demeanor and a client-first mindset.
  • Background check required. 

What We Offer

  • Hands-on experience and training in the financial planning process.
  • Support for CFP® education and career development.
  • A collaborative team culture that values growth and mentorship.
  • Competitive compensation and potential for advancement within the firm.

 

Compensation: $55,000 annually. Benefits include medical insurance, PTO, sick time off, SIMPLE IRA (Retirement Plan).