Experienced Paraplanner

Experienced ParaplannerDescriptionLooking for a career defining opportunity? Want to help fulfill one's financial hopes and dreams? We are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth. Moss Adams Wealth Advisors is an affiliate of Moss Adams LLP, the leading Western-based accounting, tax, and business advisory firm dedicated to serving high net worth individuals and middle-market enterprises in both the public and private arenas.Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.Responsibilities:

Collects, validates, and analyzes financial data

Inputs data into financial planning software and the develops 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

Qualifications:

Bachelor’s degree in related field required

1 year of wealth management and investment advisory experience required

Experience in a public accounting or professional services firm environment preferred

Insurance knowledge preferred

Series 65 preferred and/or willing to obtain within 180 days of hire

Experience with CRM, portfolio accounting, rebalancing and or financial planning software 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.Primary Location Woodland Hills, CAOther Locations Manhattan Beach, CA, Los Angeles, CAEmployee Status: RegularSchedule: Full TimeReq ID: 20125