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