Paraplanner Job at Magellan Financial & Insurance Services, Inc., San Jose, CA

emxFem5SNEJlSjI0TzF5TWZrS0VZUzFBbGc9PQ==
  • Magellan Financial & Insurance Services, Inc.
  • San Jose, CA

Job Description

Veraz Advisors is growing fast — and we're looking for a Paraplanner ready to take the next big step in their career.

This is not just another paraplanning job — it's a unique opportunity to build a future with one of the most dynamic independent financial planning firms in California.

Compensation: $60,000 - $72,000 + Commissions.

What You'll Do

  • Support advisors by preparing personalized financial plans for clients nearing or in retirement
  • Assist with client meeting prep, follow-up, and plan implementation
  • Grow your knowledge in retirement planning, investments, insurance, and estate planning
  • Learn our proprietary planning process with opportunities to advance your career

What We're Looking For

  • Experience in financial planning, paraplanning, or a related field
  • Strong communication, organization, and client service skills
  • Life & Health Insurance License or Series 65/66 preferred (not required)
  • Highly coachable, positive, and motivated to grow
  • A genuine passion for helping people achieve their financial goals

What We Offer

  • Competitive salary with growth incentives
  • Full benefits: Medical, Dental, Vision, 401(k) with match
  • Clear career path to becoming a Lead Advisor
  • Ongoing training and mentorship
  • No cold calling or client prospecting required

This is an onsite role in San Ramon or San Jose, CA .

We are not accepting remote applicants for this position.

Veraz Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Tags

Similar Jobs

Nomad Health

High-Paying Step-Down RN - Housing Stipend, Weekly Pay, Full Benefits & More Job at Nomad Health

 ...your healthcare career and join Nomad Health as a Step-Down travel nurse. As a traveler with Nomad, you get access to industry-leading pay, outstanding benefits, and our knowledgeable Nomad Navigator support team. QUALIFICATIONS Minimum one year of RN experience... 

Cintas

Route Service Representative (4-Day Workweek) Job at Cintas

 ...Requisition Number: 197240 Job Description Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base.... 

Kaiser Permanente

Acupuncturist Job at Kaiser Permanente

 ...normalize physiological functions. May perform or prescribe the use of oriental massage, acupressure, breathing techniques, exercise or nutrition, including the incorporation of drugless substances and herbs as dietary supplements to promote health. Essential... 

Accurate Staffing Consultants

Travel Nurse RN - PICU - Pediatric Intensive Care - $1,971 per week Job at Accurate Staffing Consultants

 ...Accurate Staffing Consultants is seeking a travel nurse RN PICU - Pediatric Intensive Care for a travel nursing job in Charleston, South Carolina. Job Description & Requirements ~ Specialty: PICU - Pediatric Intensive Care ~ Discipline: RN ~ Duration: 13 weeks... 

Michael Kors

Associate Manager, Digital Marketing NA Planning Job at Michael Kors

 ...with exceptional analytical and problem-solving skills, allows you to excel in a dynamic environment. With a solid background in digital marketing and analytics, you thrive in a fast-paced, ever-evolving setting. What Youll Do: Analyze media performance across...