Paraplanner

Ultimate Staffing

📍 San Diego, CA
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Job Description

Bachelor's degree in Finance, Economics, or a related field Proficiency with financial planning and CRM platform FINRA Series 65 License and/or FINRA SIE, Series 7 and 66 licenses Background in client-facing financial services roles Support advisors in the preparation...

Listing Intelligence

YouGotJobs keeps this U.S. listing in the public index because it has an active source link, readable role details, and recent freshness signals checked on May 21, 2026. No reliable salary range was published with this listing. The role is associated with San Diego, CA. Apply details are verified against jooble.org.

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Paraplanner at Ultimate Staffing in San Diego, CA | YouGotJobs