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.
