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Jambalaya Group
Calabasas, CA, US
Source: Jambalaya Group careers · View original posting
From Jambalaya Group's posting. “We” and “our” refer to the employer.
We are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future.
We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.
Position Overview
The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs. This individual will work closely with advisors to ensure a seamless planning experience while helping maintain the high level of service our clients expect.
This role is well-suited for someone looking to deepen their financial planning knowledge, gain exposure to all aspects of the client experience, and build a long-term career within the financial services industry.
Compensation
$31–$43 per hour, depending on experience
Non-exempt
Why Join the practice?
This is an opportunity to join a respected financial planning practice where your contributions directly support both advisors and clients. You will play a critical role in helping deliver comprehensive financial planning solutions while building valuable industry experience and expanding your professional skill set.
At the practice, we value teamwork, continuous improvement, client-first service, and a commitment to excellence. We are looking for individuals who are motivated to learn, contribute, and grow alongside our team.
Equal Opportunity Employer
A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.
The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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