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Paraplanner & Operations Associate

  • On-site
    • Sacramento, California, United States
  • $75,000 - $85,000 per year
  • Stratos Wealth Advisors (Bielejeski)

Job description

Why Join Stratos Wealth Advisors?

 

We support a diverse and varied clientele, from business owners and executives to retirees and individual investors. We embrace this diversity because it allows us to continually enhance our skills and depth of knowledge to meet the vast array of needs our clients present.

Stratos Wealth Advisors' clients come to us seeking advisors who will place their interests first in every decision made and action taken. They remain with us because we demonstrate that commitment every day.

 Position Overview

The Paraplanner & Operations Associate plays a dual role within the firm:

  1. Financial Planning Support – Assisting advisors in preparing and maintaining financial plans, research, and client deliverables.

  2. Operational Support – Helping streamline workflows, manage systems, and support back-office processes to enhance efficiency and client service.

This role is ideal for someone who enjoys both analytical planning work and improving processes behind the scenes.

Key Responsibilities

Financial Planning & Client Support

  • Prepare and update financial plans using planning software; MoneyGuidePro, a plus.)

  • Gather and analyze client data (income, expenses, investments, insurance, estate documents)

  • Run retirement projections, tax scenarios, and cash flow analyses

  • Prepare client meeting materials and presentation decks

  • Document meeting notes and track follow-up items

  • Conduct investment research and assist with portfolio implementation

  • Support account opening, transfers, and paperwork processing

  • Assist with rebalancing and trading preparation (as applicable)

Operations & Process Management

  • Maintain and optimize CRM workflows

  • Ensure client data integrity and compliance documentation

  • Support development and documentation of standard operating procedures (SOPs)

  • Track and manage internal project timelines

  • Coordinate with custodians and third-party providers

  • Identify opportunities to improve operational efficiency and client experience

  • Assist with compliance tracking and audit preparation

  • Help implement and integrate technology solutions

 

Job requirements

Qualifications

Required

  • Bachelor’s degree in Finance, Accounting, Business, or related field

  • 1–3+ years experience in a financial advisory or wealth management firm

  • Strong analytical and quantitative skills

  • High attention to detail and accuracy

  • Proficiency in Microsoft Office (Excel required)

  • Experience with financial planning software and CRM systems

  • Excellent written and verbal communication skills

Preferred

  • CFP® candidate or interest in pursuing CFP® designation

  • Experience working with RIAs or independent advisory firms

  • Knowledge of custodial platforms (Schwab, Fidelity, etc.)

Key Competencies

  • Analytical and detail-oriented

  • Process-driven and organized

  • Proactive problem-solver

  • Client-service mindset

  • Ability to manage multiple priorities

  • Comfortable working both independently and collaboratively

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