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© All Rights Reserved. ApplyBlast.com
Desert Financial Services
The Paraplanner provides educational and consultative financial planning strategies to advisors, gathering client information and conducting research to create and recommend financial plans. The role supports advisors in plan preparation, data management, client communication, and compliance while maintaining business partnerships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Desert Financial Services.
Desert Financial Services didn’t post a salary, so this is our estimate from similar listings.
36% below the average for this role