About Confidence Wealth Management: 

Confidence Wealth Management is an SEC-registered investment advisory firm whose mission is to guide people toward financial security and transformation. Our team of experts is driven by a desire to provide thorough, client-centered solutions tailored to each individual’s financial landscape. 

About the Role: 

You, as the Client Paraplanner, play a critical role in translating financial plans into actionable strategies. After a client has engaged with our VP Wealth Advisors, you will work closely with the VP to refine, detail, and execute comprehensive financial plans. This role demands a high degree of financial planning expertise, analytical ability, and a commitment to delivering customized solutions that align with client objectives. 

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Your Responsibilities: 

• Investment Plan Development: You will build and refine detailed investment plans, providing insights and guidance to the VP Wealth Advisor for successful client outcomes. 
• Expense Analysis and Scenario Planning: You will examine and compare client-provided expense figures, run scenarios and make necessary plan adjustments. 
• Income Strategy Creation: You will develop and finalize income plans, aligning them with current and future expenses to ensure long-term client success. 
• Tax Strategy Preparation: You will draft initial tax spreadsheets and coordinate with internal tax professionals to support tax-optimized cash flow strategies. 
• Client Meetings on Cash Flow & Tax Planning: You will conduct detailed cash flow and tax planning discussions with clients, ensuring clarity and alignment with their objectives. 
• Real Estate and Business Planning: You will offer strategic insights on real estate investments and business planning needs tailored to each client’s portfolio. 

What We Offer: 

• Supportive Team Environment: Collaborate with experienced VP Wealth Advisors in a supportive, client-focused environment. 
• Career Advancement: This role offers clear growth pathways within Confidence Wealth Management, providing opportunities to expand your skill set and responsibilities. 
• Ongoing Learning: Access professional development resources to stay current with industry best practices and strategies. 

Ideal Candidate: 

• Proven background in financial planning, with experience in investments, tax strategy, and income planning. 
• Strong analytical skills and attention to detail, capable of reviewing complex data and adjusting plans accordingly. 
• Excellent communication skills, with an ability to articulate intricate financial concepts clearly to both clients and team members. 
• Dedication to helping clients reach their long-term financial goals. 

Requirements:

• Series 65 OR Series 66 OR CFP OR CFA 
• Clean regulatory background
• Ability to work virtually (on camera) from 9am-6pm PST

Compensation and Benefits: 

• Competitive salary. 
• Full benefits package including health, dental, vision, disability, life insurance, and 401(k).