Licensed Paraplanner

Join the Mosley Wealth Management Team in Anaheim, CA!

Are you ready to make a real impact on people's lives through financial planning and wealth management? Welcome to Mosley Wealth Management, a trusted name in retirement planning, insurance, investments, and wealth management. With a rich history of creating personalized financial strategies, we've positively influenced countless lives. Our mission goes beyond just offering financial advice; we aim to build lasting relationships that span generations, ensuring you're supported at every step of your financial journey.

Licensed Paraplanner

As a Licensed Paraplanner, you will be the backbone of our financial advisory team. Your role involves gathering crucial client information, conducting in-depth research, and preparing preliminary financial reports and analyses. You’ll provide advisors with the insights they need to make informed decisions, enhancing our advisory process and boosting client satisfaction.

Salary Range: $70,000-$100,000

Core Responsibilities:

• Data Collection: Gather and organize financial data from clients to craft comprehensive plans.
• Research: Explore financial products and market trends, summarizing your findings for our advisors.
• Client Interaction: Manage routine client requests and coordinate meetings.
• Compliance: Maintain precise client documentation, ensuring we meet all regulatory standards.
• Implementation: Assist advisors in executing their financial recommendations for clients.

Preferred Qualities:

• Education: Bachelor's degree in finance, economics, business, or a related field.
• Certification: Insurance License & Series 65 (or in progress).
• Experience: Previous experience in the financial services industry is preferred.
• Technical Skills: Proficiency with financial planning software and tools; familiarity with Microsoft Excel.
• Soft Skills: Excellent communication, organizational, and analytical skills.

Why Join Us?

At Mosley Wealth Management, we cultivate a culture of growth and innovation. We offer a competitive compensation package, a dynamic environment that promotes continuous learning, and a platform for creative collaboration.

We are proud to be an Equal Opportunity Employer and welcome applications from candidates of all backgrounds.

Ready to embark on a rewarding career with Mosley Wealth Management? Apply now and become part of a team that values your contribution and supports your professional growth!