Paraplanner / Associate Financial Planner (Part-Time, Path to Full-Time) - McIntosh Capital Advisors, Inc.

Company Overview:

McIntosh Capital Advisors, Inc. is a boutique fee-only financial advisory firm in West Los Angeles providing comprehensive financial planning, consultation, and investment advisory services.

Job Summary:

The Paraplanner / Associate Financial Planner (Part-Time, Hybrid) supports client service, financial planning, investment operations, and practice management alongside senior advisors. This entry-to-associate level position offers structured mentorship with a clear path to advance into a full-time Associate Advisor role within 3 to 12 months.

Daily Job Responsibilities:

• Prepare for client meetings by organizing agendas, account summaries, financial planning materials, and follow-up action items.  
• Gather and enter client financial data into CRM (Wealthbox) and financial planning software (RightCapital).  
• Process client service requests, including account openings, custodial documentation, transfers, and beneficiary updates.  
• Assist in preparing and maintaining financial plans, retirement projections, cash flow models, and portfolio reports.  
• Participate in client meetings with senior advisors, taking notes and presenting assigned plan sections as experience grows.

Qualifications & Competencies:

• Strong organizational skills, keen attention to detail, and high discretion with confidential financial data.  
• Professional written and verbal communication skills.  
• Tech-savvy with comfort using or learning financial planning software, CRMs, document management tools, and spreadsheets.  
• Ability to work a hybrid schedule including at least two days per week in the West Los Angeles office.  
• Series 65 licensed or willing to pass the exam within the first 60 days of employment (firm reimburses exam fees); CFP® coursework or background in finance/accounting is a plus.  

Required Application Materials:

• Current résumé  
• Brief cover letter  
• Summary of progress toward CFP® certification, Series 65, or related credentials (if applicable)
• Qualified candidates may be asked to complete a brief (8–12 minute) online questionnaire prior to a first-round interview. 

Schedule: 

Approximately 25–30 hours per week, generally during standard business hours. 

Compensation and Benefits:

• Employment type: Part-time W-2 employee.
• Compensation: $25–$33 per hour, depending on relevant experience, technical skills, credentials, and licensing status.
• Work model: Hybrid. The role requires at least two in-office days per week in West Los Angeles near the I-10 and I-405 interchange. Remote work is available on other scheduled workdays, subject to business needs and demonstrated ability to manage workflows independently.
• Licensing support: Candidates who do not already hold the Series 65 must obtain it within the first 60 days of employment. The firm reimburses the examination cost after a passing result.
• Potential full-time benefits: Employees who transition to an eligible full-time role may be eligible for PTO, reimbursement of eligible license and professional-designation renewal fees, health-insurance support, dental coverage, participation in the firm’s SIMPLE IRA plan, and profit-sharing opportunities. All benefits are subject to applicable plan terms, eligibility requirements, firm policy, and business circumstances.
• Growth opportunity: Direct mentorship, broad exposure to comprehensive financial planning and investment operations, and potential advancement to a full-time Associate Advisor role.

McIntosh Capital Advisors, Inc. is an equal opportunity employer. For reasonable accommodations during the application or interview process, please contact Jinfeng Su at hr@mcintoshcapital.com.

McIntosh Capital Advisors, Inc. is an equal opportunity employer. We are committed to maintaining a respectful, inclusive, and high-performing workplace.