Benchmark Capital
The Senior Paraplanner supports the Financial Planning team by delivering high-quality advice and ensuring accurate, compliant client outcomes. This role involves taking full ownership of cases, collaborating with advisers to develop strategies, and providing technical expertise on financial products and regulations. The position requires strong communication skills and the ability to manage complex workloads within a cross-functional pod environment.
Benchmark Capital. Powering financial advisers through insight and integrated tools, services and investment solutions that differentiate their client proposition.
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 Benchmark Capital.
Benchmark Capital didn’t post a salary, so this is our estimate from similar listings.