Description
Natoma Wealth is hiring a Paraplanner in Folsom, California to gather and organize client financial data, prepare planning documents and scenarios, support Wealth Advisors during client meetings, maintain CRM records, monitor portfolios, and coordinate with financial professionals. The role requires a bachelor’s degree, at least two years of similar experience, a Series 65 license, and proficiency with Word, Excel, CRM, and Outlook. Compensation is an annual base salary of $65,000–$80,000 plus a discretionary bonus, with medical, dental, vision, flexible PTO, and 401(k) matching benefits.
