Paraplanner jobs in Exeter

Paraplanner – Wealth Management Location: Exeter, CA (In-office, Virtual) Employment Type: Full-time Salary: $75,000-$110,000 (Dependent upon experience and demonstrated planning capability) Incentive Opportunity *:** Performance-based bonus tied to planning quality, accuracy, and consistency of del

A financial advisory firm in Exeter, CA is seeking a Paraplanner to elevate the quality and consistency of financial planning outputs. The ideal candidate will own the analytical depth and presentation quality of financial plans while supporting advisors. Responsibilities include validating financia