Paraplanner

Centura Wealth Advisory•San Diego, CA

7d•$63,000 - $90,000•Onsite

About The Position

This role is located onsite in San Diego, California. Centura Weatlh Advisory is seeking a Paraplanner to serve as a key point of contact between clients, external professionals, and the advisory team. This role integrates financial analysis, tax compliance, estate administration and planning. By collaborating closely with CPAs, EPAs, and wealth advisor professionals, the Paraplanner facilitates the implementation of complex strategies within client estates while ensuring accuracy and alignment with client goals.

Requirements

Exceptional written and verbal communication skills.
Advanced analytical and problem-solving abilities for data-driven recommendations.
Strong organizational skills with meticulous attention to detail.
Ability to collaborate effectively with both internal teams and external professionals.
Experience developing and implementing SOPs, templates, and checklists for process improvement.
Technical proficiency working with Microsoft Office, Salesforce, Orion, and RightCapital systems.
Bachelors degree in Finance, Accounting, Business, or a related field.
35 years of experience in financial planning, paraplanning, or client service within a wealth management environment.
Proficiency with CRM and financial planning software (Salesforce, Orion, RightCapital).
Working knowledge of tax, estate, and financial planning concepts.

Responsibilities

Client Planning & Documentation
Prepare and maintain detailed client financial condition documents, legal and tax compliance deliverables, and supporting materials.
Manage and update client information systems to ensure accuracy and consistency across Salesforce, Orion, and planning deliverables.
Analyze client data to support tailored financial, tax, and estate recommendations.
Support advisors with income forecasting, tax planning, cash flow planning, and ad-hoc scenario modeling.
Assist in presenting financial plans and data to clients, clearly explaining assumptions and rationale.
Meeting Preparation & Support
Prepare and organize materials for client meetings, including agendas, RightCapital financial plans, portfolio reports, and legal documents.
Attend meetings with advisors, document key discussion points, and track follow-up actions for both client and external professional meetings.
Client & Professional Communication
Field and respond to client, CPA, and EPA inquiries with accurate and timely information
Serve as a liaison between advisors and external professionals to ensure alignment, responsiveness, and timely follow-up on tax, estate, and financial initiatives.
Facilitate clear communication to ensure seamless implementation of planning strategies.
Cross-Team Collaboration & Coordination
Collaborate with advisory teams, operations department, and COIs to align financial, tax, trust, and estate strategies.
Review draft tax returns (personal, corporate, trust, and gift) and deliver findings to advisors, coordinating revisions with client CPAs as needed to ensure accuracy
Coordinate payment of client tax balances and quarterly estimated tax vouchers with Client Service Associates.
Review client financial and legal records for accuracy, flagging discrepancies and coordinating updates with external parties (CPA, EPA, client) as necessary.
Prepare investment intake forms to deliver to the investment department support account setup for separately managed account SMA investment strategies
Assist in training interns and client service associates, providing guidance and reviewing work for accuracy and timeliness.
Project & Process Ownership
Support the teams annual tax project by coordinating data collection from clients, delivering materials to CPAs, and maintaining clear communication among all related parties (CPA, client, and internal team).
Maintain and reconcile client sale and loan schedules for accuracy, ensuring coordination of interest payments and issuance of Crummey Notices.
Create and maintain SOPs for recurring tasks and workflows to improve efficiency and consistency
Contribute to the creation and refinement of planning templates and checklists to enhance standardization and planning precision
Perform other duties as assigned, contributing to a collaborative and high-performing team environment.