Paraplanner

Paraplanner – Crumley & Associates, Private Wealth Advisory Practice of Ameriprise Financial

 Fair Oaks, CA | In-Office Role

Crumley & Associates, a respected Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented and licensed Paraplanner to join our collaborative and client-focused team. This position plays a pivotal role in supporting our financial advisors by managing the financial planning workflow and ensuring the highest level of client service.

Key Responsibilities

• Assist with all aspects of the financial planning process, including:
• Retirement scenarios, investment analysis, and life insurance illustrations
• Social Security, pension, and stock option analysis
• RMDs and financial planning documentation
• Prepare planning deliverables and maintain data in financial planning software (e.g., NaviPlan, MoneyGuidePro)
• Participate in client meetings, take notes, and assist with follow-up
• Execute trades under advisor direction and help manage account recommendations
• Maintain clear and timely communication with clients about planning progress and money movement
• Support administrative functions including tracking fees, managing plan closures, and delegating tasks when needed

Ideal Candidate

• Holds the Series 7, 66 (or 65 & 63), and California Life, Accident & Health
• Has 2+ years of relevant experience in financial planning or advisory support
• Possesses strong communication skills—both written and verbal
• Is proficient in Microsoft Office Suite, Adobe, and CRM/financial planning tools
• Demonstrates integrity, professionalism, and discretion with client information
• Thrives in a fast-paced, highly regulated environment

Compensation & Benefits

• $65,000 - $70,000, Competitive compensation, commensurate with experience
• Benefits include (eligible after 3 months):
• 2 weeks of paid vacation + 1 week paid Christmas break
• 9.5 paid holidays
• Sick leave accrual
• Participation in Variable Compensation Bonus Plan
• 401(k) with 3% company match and discretionary contributions
• Medical, dental, and vision insurance (employee premiums 100% covered)
• Family coverage available at employee’s expense
• Office hours: Monday–Friday, 9 a.m. – 5 p.m. PT
• Paid “Rest & Reflection” holiday closure between Christmas and New Year’s

Why Join Us?

At Crumley & Associates, we believe in long-term relationships—with our clients and our team. You’ll be joining a mission-driven practice that prioritizes trust, thoughtful planning, and a supportive work culture. This is an excellent opportunity for a licensed professional who wants to grow in a stable, service-oriented paraplanner role.