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Guide My Finances

Carlsbad, California

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Paraplanner
REM Advisors is a well-established, fee-only advisory firm with offices in San Francisco, California. Our primary purpose is to help people live well through expert, unbiased financial guidance through all stages of their financial journey. We are seeking a paraplanner to work with our Advisory Team in devising and implementing financial planning, tax, and investment recommendations for our clients.  The position will also have back-office operational duties Description The paraplanner plays an integral role in both the Financial Planning and Investment Management Teams.  Financial Planning: Attend meetings with clients and Advisors to understand clients’ goals, needs, and unique circumstances. Collect and enter key information into our


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