Company Description

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.

Role Description

This is a full-time role for a Paraplanner/Junior Financial Advisor. 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. We are ideally looking for someone who can join our team and work in-office with the flexibility to work from home a couple days a week. However, for a great fit we would consider remote possibilities.

Key Responsibilities

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 (Finance, Business, Accounting or related field preferred)
CFP® certification strongly preferred (or pursuing designation)
5+ years of experience in a client-facing financial planning role preferred
Strong familiarity with financial planning tools: RightCapital, Holistiplan, Wealthbox, etc.
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: $80,000 – $100,000 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 cambria@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.

Life By Design Investment Advisory Services jobs

Paraplanner/Junior Financial Advisor