Paraplanner

Company: Centura Wealth Advisory
Location: Murrieta
Posted on: February 13, 2026

Job Description:

Job Description Job Description This role is located onsite in San Diego, California. Centura Weatlh Advisory is seeking a Paraplanner to serve as a key point of contact between clients, external professionals, and the advisory team. This role integrates financial analysis, tax compliance, estate administration and planning. By collaborating closely with CPAs, EPAs, and wealth advisor professionals, the Paraplanner facilitates the implementation of complex strategies within client estates while ensuring accuracy and alignment with client goals. Primary Responsibilities: Client Planning & Documentation • Prepare and maintain detailed client financial condition documents, legal and tax compliance deliverables, and supporting materials. • Manage and update client information systems to ensure accuracy and consistency across Salesforce, Addepar, and planning deliverables. • Analyze client data to support tailored financial, tax, and estate recommendations. • Support advisors with income forecasting, tax planning, cash flow planning, and ad-hoc scenario modeling. • Assist in presenting financial plans and data to clients, clearly explaining assumptions and rationale. Meeting Preparation & Support • Prepare and organize materials for client meetings, including agendas, RightCapital financial plans, portfolio reports, and legal documents. • Attend meetings with advisors, document key discussion points, and track follow-up actions for both client and external professional meetings. Client & Professional Communication • Field and respond to client, CPA, and EPA inquiries with accurate and timely information • Serve as a liaison between advisors and external professionals to ensure alignment, responsiveness, and timely follow-up on tax, estate, and financial initiatives. • Facilitate clear communication to ensure seamless implementation of planning strategies. Cross-Team Collaboration & Coordination • Collaborate with advisory teams, operations department, and COIs to align financial, tax, trust, and estate strategies. • Review draft tax returns (personal, corporate, trust, and gift) and deliver findings to advisors, coordinating revisions with client CPAs as needed to ensure accuracy • Coordinate payment of client tax balances and quarterly estimated tax vouchers with Client Service Associates. • Review client financial and legal records for accuracy, flagging discrepancies and coordinating updates with external parties (CPA, EPA, client) as necessary. • Prepare investment intake forms to deliver to the investment department support account setup for separately managed account “SMA” investment strategies • Assist in training interns and client service associates, providing guidance and reviewing work for accuracy and timeliness. Project & Process Ownership • Support the team’s annual tax project by coordinating data collection from clients, delivering materials to CPAs, and maintaining clear communication among all related parties (CPA, client, and internal team). • Maintain and reconcile client sale and loan schedules for accuracy, ensuring coordination of interest payments and issuance of Crummey Notices. • Create and maintain SOPs for recurring tasks and workflows to improve efficiency and consistency • Contribute to the creation and refinement of planning templates and checklists to enhance standardization and planning precision • Perform other duties as assigned, contributing to a collaborative and high-performing team environment. Knowledge, Skills and Abilities: • Exceptional written and verbal communication skills. • Advanced analytical and problem-solving abilities for data-driven recommendations. • Strong organizational skills with meticulous attention to detail. • Ability to collaborate effectively with both internal teams and external professionals. • Experience developing and implementing SOPs, templates, and checklists for process improvement. • Technical proficiency working with Microsoft Office, Salesforce, Addepar, and RightCapital systems. Minimum Qualifications: • Bachelor’s degree in Finance, Accounting, Business, or a related field. • 3–5 years of experience in financial planning, paraplanning, or client service within a wealth management environment. • Proficiency with CRM and financial planning software (Salesforce, Addepar, RightCapital). • Working knowledge of tax, estate, and financial planning concepts. Competencies: • Accountability • Communication • Teamwork • Initiative • Relationship Building • COS Proficient • Solution Seeker Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Expected range for this position is $63,000 to $90,000 plus bonus.

Keywords: Centura Wealth Advisory, La Habra , Paraplanner, Accounting, Auditing , Murrieta, California