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

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  • 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.

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