Pacific Capital is growing at a record clip, and we need to add more help to keep up!! This is a new position that we are very excited about!
We work hard and have fun. It's very different here, not like a stuffy bank or corporate job where you'd be somewhat lost in the mix. We're focused on getting a lot done for our clients, but having a good time while doing it. Nobody is here checking their phone and counting down the minutes till they can leave.
As a Financial Paraplanner with Pacific Capital, you will be able to apply your planning and organizational skills while becoming a personal finance expert. You have got to be:
A positive energy person - our office has an upbeat vibe
Very detail oriented - nothing slips past you or gets forgotten
A self-motivated list maker who loves to follow through and finish work
Coachable, willing and excited to learn - be a humble learn-it-all, not a know-it-all
A great teammate - we all work together on projects and collaborate daily on our team
Good with numbers, proficient on the computer - your will be preparing financial plans, analysis, and completing client reports
THIS JOB IS NOT A FIT FOR YOU IF:
you are a late person or you procrastinate a lot
you avoid setting goals and would prefer to just "wing it"
you have a hard time remembering names and details from past conversations
you don't like being held accountable or organizing your daily tasks
you are looking for a sales job to earn commissions
You've got to have a positive, winning attitude at Pacific Capital. We all get along very well with each other on our team and with our clients. We are a goal-focused team who all enjoy learning and pushing each other to achieve more.
Our goal is to give clients a Ritz-Carlton experience with Fed-Ex efficiency. Progress and ongoing learning is part of our culture. We are seeking a Financial Paraplanner with excellent organizational skills who loves to be productive.
Before applying, ask yourself: Are you outstanding at following through with everything on your list?
In this role, you earn a salary, plus potential bonuses and potential profit sharing payments as well. However, your income never depends on finding new clients as a paraplanner. There is no marketing required. In this position, you are able to focus on what you are great at: planning, reporting, and analysis for our existing, new, and potential clients. You will have an important role in making sure we do great work for clients as we continue to grow! Our company website is www.pacificcapital.com.
Pacific Capital Office Culture:
Clients come first, always
Professionalism and integrity are key ingredients to our success
We work hard, play hard, and have fun
Always looking to improve the client experience and upgrade our professional skills
We enjoy working together and celebrating the success of the team
We have up close season tickets to the Lakers, Angels, Ducks, and Pro Tennis events, and have frequent team lunches and activities so there are plenty of fun perks outside of work.
Necessary skills qualify for and succeed in this position:
Dependable: You follow through and complete your work on time or early, and always do what you say you will do
Positive attitude: Positive, happy demeanor, team player
Organized: Follows through on projects and tasks, pays close attention to detail
Professional: Presents well in person/on phone/in emails, articulate
Team player: works well with others, puts clients and tasks ahead of personal ego
Background Experience preferred:
1-3 years of financial para-planner experience
Bachelor’s degree in related field
Excellent skills in Word, Excel, Power Point, and Outlook.
Additional Job Description Details
Create financial plans, work with our Client Wealth Strategist, Director of Financial Planning and Director of Investments directly
Supporting role to complete financial planning tasks and prep for client appointments
Complete work for Financial Life Inspection® reports that may include reviewing retirement income, college savings, cash flow analysis, wealth forecasting plans, investment portfolios, life insurance options, etc.
Compensation plan: Seeks stability and certainty with an annual salary, benefits, potential performance-based bonuses and profit-sharing payments (Not looking for a sales-based commission job)
Family-friendly schedule: Monday through Friday, 8:00am to 3:00pm
Job Type: Full-time
Salary (not including potential bonuses): $40,000.00 to $60,000.00/year, depending on experience.
About Pacific Capital
Pacific Capital is an exclusive and independent wealth management firm in Southern California, with offices in Corona and Newport Beach. We work to help you enjoy life by removing your stress about money. Unlike many Wall Street brokers, we're not here to collect commissions by selling you products you don't want nor need. We have a fiduciary duty to represent your best interests above anything else. Working together with you, we create and implement personal financial strategies that give you confidence and peace of mind for your future.
We created our proprietary Financial Life Inspection® to make sure that your personal finances have a proper foundation and that you are on track to reach your life goals.
We have been recognized as Five Star Wealth Managers for several years and have been featured in The Wall Street Journal, Forbes, Financial Advisor Magazine, and Entrepreneur Magazine.
As a privately-owned and operated company, our team is empowered to make decisions that only serve the interests and goals of clients without the constraints of a large bank-controlled environment. We define “successful investment results” as the attainment of our client’s financial goal...s. Performance is more than simply a rate of return. Each client is unique and our objectives go beyond just “beating the market.”
Contact us today to learn more at 844-777-8777