Licensed Paraplanner

Location: Campbell, California, United States; On-site

Base pay: $105K–$115K per year

Company

hirify.global Services, LLC provides financial services and supports advisors and clients with financial goals.

What you will do

• Execute extensive trading, including writing covered calls, generate investment recommendations, and conduct market research with wholesalers.
• Monitor and rebalance portfolios, attach accounts to models, monitor cash balances and systematic distributions, and manage maturing products.
• Assist clients with investment-related requests, process money movements, withdrawals, RMDs, and inherited IRA RMDs.
• Maintain trading policy compliance and personal compliance requirements, including ADV brochures and licenses.
• Update foundational financial planning data, assist with occasional planning deliverables, and create life, disability, and long-term care proposals.
• Monitor insurance premiums and complete post-meeting client tasks.

Requirements

• Series 7 and Series 66 licenses are required.
• Wealth management experience is required.
• Desire to become a financial advisor.
• Strong communication skills.
• Strong trading and investment knowledge.
• Organization and attention to detail.

Nice to have

• Familiarity with Thompson and Vestmark trading platforms.

Culture & Benefits

• Full-time, on-site position with an hirify.global franchise owner.
• Inclusive and collaborative work culture.
• Equal opportunity employer.
• Accessible recruitment process and reasonable accommodation support for candidates with disabilities.