Paraplanner
The Chamberlin Group
About this role
The Chamberlin Group is seeking a paraplanner to assist in preparing comprehensive financial plans by gathering client data, conducting portfolio reviews, and reviewing various financial strategies. The role involves collaborating with team members, maintaining organized client files, and mentoring new staff, with opportunities for professional development and licensing support.
Skills
About The Chamberlin Group
chamberlin-group.comThe Chamberlin Group is a financial planning and wealth management firm focused on holistic retirement planning. They offer integrated advice on investments, tax efficiency, estate planning and retirement income strategies to help clients build and protect a secure, tax‑sensitive retirement. The firm emphasizes personalized, coordinated plans that align investment decisions with tax and legacy goals to maximize after‑tax outcomes and reduce risk. They work with individuals and families to create long‑term strategies for a confident transition into and through retirement.
About The Chamberlin Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for The Chamberlin Group.
Salary
$65k – $78k
per year