Client Service Associate / Paraplanner

Life By Design Investment Advisory Services • Full-time • Dana Point, California, United States • $70k - $85k / year • 6d ago

We are seeking a Client Service Associate / Paraplanner to join our team and support the design, communication, and implementation of holistic wealth strategies.

About Life by Design

Life by Design is a boutique wealth advisory firm located in Dana Point, California. We specialize in helping high-net-worth individuals and families navigate retirement transitions, complex estate planning, and implement values-aligned concierge-level service. Our mission is to help clients live intentionally and steward their wealth purposefully across generations.

Position Overview

This role is ideal for a detail-oriented professional who thrives in a high-touch planning environment. You will work closely with the lead advisor to prepare financial plans, assist with client communication, and help coordinate the implementation of tax, estate, and investment strategies. Your technical planning support and relational awareness will directly enhance the client experience.

Key Responsibilities

Client Relationship Support

Coordinate and track key client touchpoints (e.g., birthdays, anniversaries, planning milestones)
Assist in scheduling and preparing for client meetings
Help draft and follow up on meeting notes, planning summaries, and action items
Ensure clients experience a high level of warmth, responsiveness, and professionalism

Financial Planning & Casework Support

Gather and organize client data to build and update financial plans
Use tools such as RightCapital, Wealthbox, Holistiplan, Estate Guru, and proprietary templates to support analyses
Document recommendations and assist with implementation alongside CPAs, attorneys, and custodians
Assist in preparing planning visuals and deliverables to help clients make informed decisions

Operational & Internal Collaboration

Support day-to-day operations, CRM tracking, and service workflows
Coordinate with team members to ensure timely and accurate service delivery
Participate in internal improvement projects and planning processes

Qualifications

Bachelor’s degree required (finance, business, or related field preferred)
CFP® certification strongly preferred (or pursuing designation)
5+ years of experience in a client-facing financial planning role
Strong familiarity with financial planning tools: RightCapital, Holistiplan, Wealthbox
Exceptional attention to detail, organization, and follow-through
Excellent written and verbal communication skills
Team player with a growth mindset and a desire to contribute meaningfully to a boutique firm culture

What We Offer

Competitive base salary: $70,000 – $85,000 depending on experience
401(k) with profit sharing
Comprehensive health, dental, and vision insurance
Covered licensing renewal fees, CFP® or other credential maintenance
Shared financial support for continued education and advanced designations to encourage professional development
A growth-minded, mission-driven culture that values purpose, excellence, and lifelong learning

Application Process

We are excited to meet candidates who share our commitment to excellence in financial planning and client service.Submit your resume and cover letter detailing your experience and alignment with this role’s responsibilities and qualifications to apply@lbdias.com.Let’s build the future of financial advisory services together. Please note that we will not be considering any candidate who does not follow this application process.

***This position requires in-person in our Dana Point, CA office. Remote work arrangements are not available.

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