Paraplanner

Arcadiaonsite$79K – $96K

Posted 1mo ago · via Workable

About this role

Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial Services Location: Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth Group, we believe comprehensive financial planning is about more than investments—it's about helping clients build confidence in their financial future. Through personalized advice, thoughtful planning, and exceptional client service, we develop lasting relationships that make a meaningful difference in our clients' lives. We are seeking an analytical and detail-oriented Paraplanner to join our growing team.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Arcadia. We weight your proximity and willingness to relocate.

Score yourself on this role.
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