Moss Adams - Santa Rosa, CA

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We are currently seeking a Paraplanner in our Santa Rosa, CA office of Moss Adams Wealth Advisors.

Collects, validates, and analyzes financial data
Inputs data into finanical planning software and the deveolps of initial planning recommendations
Assists with ongoing portfolio monitoring and account maintenance
Interacts with other team members and departments to coordinate the delivery of service to clients
Provides ongoing support of client relationships, handles day-to-day client requests and issues
Provides efficient and accurate year-end tax information to CPAs

Bachelor’s degree in related field, or equivalent experience required
A minimum of 2 years of wealth management and investment advisory experience preferred
Experience in a public accounting or professional services firm environment preferred
Insurance knowledge preferred
A CFP or CFA designation preferred
Series 65 preferred and/or willing to obtain within 90 days of hire
Experience with Junxure, PortfolioCenter, iRebal, and MoneyGuidePro preferred
Excellent communication, organizational, and client relationship skills
Ability to work on multiple projects at once while consistently completing projects on time and with few revisions
Understands firm’s wealth management process
Ability to function as part of a regional team
Ability to think critically, take initiative and problem-solve
Ability to comfortably maintain poise and diplomacy amongst both client and company personnel
Moss Adams is an Equal Opportunity Employer.

Moss Adams - 3 years ago - save job - copy to clipboard
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