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Northwestern Mutual

San Jose, California

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SGK Wealth Advisors

Leesburg, Virginia

Bankers Trust

Phoenix, Arizona

Oppenheimer & Co., Inc.

Bellevue, Washington

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Schulfer & Associates, LLC

Stevens Point, Wisconsin

Perkins Coie

Seattle, Washington

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Moneywatch Advisors

Lexington, Kentucky

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Waypoint Wealth Partners

Mill Valley, California

Fortress Financial Group

Rochester, Minnesota

Ferguson Wellman Capital Management / Octavia Group

Portland, Oregon

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Eugene School District

Eugene, Oregon

Clean Harbors

Norwell, Massachusetts

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Paraplanner / Client Service
Guide My Finances, a Carlsbad-based boutique financial planning firm, is looking for a paraplanner/client service associate with a positive attitude, attention to detail, and a desire to learn. Our rewarding full-time paraplanner/client service position provides growth opportunities within the firm and a great benefits package! We offer employer-sponsored health insurance, 401(k) plan with a 3% company contribution, and paid time off. To support our team and our clients, you will assist with the following functions: Responsibilities and Duties: Scheduling client meetings. Maintain marketing processes including sending initial marketing packages, prospect, and referral process management. Develop and im


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