Paraplanner - Huntington Group

Location: California - Arcadia; preferred in-office location with flexibility for a hybrid working schedule. Expected working hours are 8:00am–5:00pm PST.

Salary: $40–$48 per hour base rate. Annual bonus structure of $1,000–$10,000 based on overall practice growth.

Company

hirify.global’s Huntington Group is an independent financial services practice that helps clients analyze their situations, develop financial programs, and implement integrated financial strategies.

What you will do

• Prepare, develop, and present fee-based financial plans, from data entry through client implementation.
• Enter and analyze client data using Money Guide Pro, Holistiplan, Solution Studio, and other planning software.
• Participate in planning meetings and complete action steps including accepting trades, writing applications, gathering suitability information, opening accounts, tracking custodian transfers, and supporting underwriting.
• Answer client questions, provide advice regarding withdrawals and related tax implications, market conditions, and fees, and guide clients through death claims, legal matters, divorce, and other life changes.
• Maintain Salesforce CRM records and track documentation, tasks, opportunities, and operational processes.
• Maintain knowledge of the financial industry and applicable legislation, execute trade requests, and support the operations team.

Requirements

• CFP certification is required.
• Securities registration is required: 7/66, or 7/63 and 65, as well as Life, Health, and Annuity registration.
• Previous financial advice service experience is required; 5+ years is preferred.
• Customer service experience and orientation are required; 2+ years is preferred.
• Willingness to complete appropriate state training to sell Long Term Care if required for the position or sponsoring Financial Advisor’s support needs.
• Technical computer aptitude and knowledge of business tools such as Microsoft Word, Copilot, Excel, and Salesforce, or the ability to learn them.
• Ability to manage multiple tasks and maintain high-quality work during frequent interruptions.
• Ability to protect sensitive and confidential information.
• Ability to maintain required licensing in the state of residence and other states where the Huntington Group does business.

Culture & Benefits

• Hybrid work flexibility with a preferred in-office arrangement.
• Basic $50,000 life insurance at no cost, with the option to purchase additional coverage.
• Long-term disability coverage providing 60% of monthly income up to $6,000.
• Health insurance at no cost, optional family plans, vision and dental insurance with 75% employer coverage, and an optional Health FSA.
• 401(k) eligibility with a 5% income match and Roth options, paid holidays, and up to 80 additional paid hours off per year by request.
• Team retreats throughout the year and sales incentives for new business brought into the practice, excluding existing practice clients.

Hiring process

• Background verification is required as part of the recruiting, hiring, and contracting process.
• Fingerprints are required for FINRA registration and FBI review against nationwide fingerprint records.
• Individuals with securities registrations must maintain outside brokerage accounts with firms designated by TIMI.