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

Accounting & Finance
Business & Management
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Job Opportunity
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Los Angeles, CA (Hybrid)
Recruitment began: Sep 10, 2026
Expires on: Dec 31, 2026
Salary/Pay range: Compensation: $25–$33 per hour, depending on relevant experience, technical skills, credentials, and licensing status.
Full/Part-time: Part-time

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)

Schedule: 

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

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