Paraplanner

Paraplanner – Moss Adams Wealth Advisors

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.

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

Equal Opportunity Employer

Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.

Disability Accommodations

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Pay Range

Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

Employee Status : Regular

Location : San Francisco, CA

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