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Northwestern Mutual Logo
Northwestern Mutual

San Jose, California

SGK Wealth Advisors Logo
SGK Wealth Advisors

Leesburg, Virginia

Bankers Trust

Phoenix, Arizona

Oppenheimer & Co., Inc.

Bellevue, Washington

Schulfer & Associates, LLC Logo
Schulfer & Associates, LLC

Stevens Point, Wisconsin

Perkins Coie

Seattle, Washington

Moneywatch Advisors Logo
Moneywatch Advisors

Lexington, Kentucky

Waypoint Wealth Partners Logo
Waypoint Wealth Partners

Mill Valley, California

Fortress Financial Group

Rochester, Minnesota

Ferguson Wellman Capital Management / Octavia Group

Portland, Oregon

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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