# Financial Planning Specialist

> Jambalaya Group · Folsom, United States · Full-time · Posted 2026-08-10

**Salary:** USD 62,400–74,880

**Workplace:** on_site

## Description

**Financial Planning Specialist**

**Location:** In Office  
**Employment Type:** Full-Time, Non-Exempt

**Build Your Career in Financial Planning**

Arete Wealth Planning is a growing financial planning practice dedicated to delivering personalized wealth management solutions and exceptional client service. We're looking for a motivated, analytical professional who is excited to build a long-term career in the financial planning industry.

This is more than a traditional client service role. You'll gain hands-on experience in financial planning, investment operations, and client relationship management while receiving mentorship, licensing support, and exposure to the advisory process. For the right candidate, this position offers a clear career path into paraplanning and future advisor responsibilities.

**What You'll Do**

As a Financial Planning Specialist, you'll work closely with our financial planning team to support clients and help deliver an outstanding service experience.

Responsibilities include:

-   Prepare and organize financial planning materials and client meeting deliverables
-   Gather and organize client financial information to support the planning process
-   Assist with account administration, investment operations, and service requests
-   Prepare reports using financial planning software and internal systems
-   Maintain accurate client records and documentation
-   Coordinate client communications and follow up on service-related items
-   Support operational initiatives and process improvements
-   Collaborate with advisors and team members on special projects and day-to-day practice operations

**Why Join Arete Wealth Planning?**

-   Clear career path into paraplanning and financial advising
-   Direct mentorship from an experienced financial planning team
-   Exposure to financial planning, investments, and client relationship management
-   Opportunities to develop technical skills and industry knowledge
-   Collaborative team environment where your contributions make a meaningful impact
-   Growing practice committed to investing in employee development

**Equal Opportunity Employer**

Arete Wealth Planning is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check is required as part of the hiring process in accordance with applicable laws.

**To ensure a consistent hiring process, please do not contact the practice directly. All applications and inquiries should be submitted through our recruiting team.**

## Requirements

**What We're Looking For**

We're seeking someone who enjoys solving problems, working with numbers, and learning new financial concepts.

**Qualifications**

-   Bachelor's degree preferred in Finance, Economics, Business, or a related field
-   Strong analytical, organizational, and critical thinking skills
-   Comfortable interpreting financial information and working with data
-   Excellent written and verbal communication skills
-   Ability to manage multiple priorities while maintaining exceptional attention to detail
-   Interest in building a long-term career in financial planning
-   Willingness to pursue industry licensing and ongoing professional development

**Preferred Experience**

-   Experience in financial services, banking, investment operations, or wealth management
-   Exposure to financial planning software or planning concepts
-   Interest in earning securities licenses and advancing into a paraplanner or advisor role

## Benefits

**Compensation & Benefits**

**Compensation:** **$30.00-$36.00/hour** (non-exempt), with consideration for experience and qualifications.

Benefits include:

-   401(k) with employer matching
-   Medical insurance options
-   Paid time off beginning with two weeks annually, with increased benefits based on tenure
-   California-required paid sick leave
-   Professional development, training, and licensing support
-   Team-building events, lunches, and office activities

## Apply

[Apply at Jambalaya Group](https://apply.workable.com/jambalaya-group/j/BAAFAD1C80/apply)

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