Job Description

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Job Description

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.

Our New York City office has an immediate need for a Paraplanner to support the National Director of Financial Planning in delivering tailored wealth management solutions to clients and advisors. This role plays a key part in Wedbush’s mission to empower advisors and their clients with customized financial strategies that align with their unique goals.

Responsibilities include, but are not limited to:

• Assist in creating comprehensive financial plans using MoneyGuidePro and Wealth Studios
• Gather, input, and analyze client data to develop tailored recommendations
• Perform scenario modeling, stress testing, and asset allocation analysis
• Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients’ goals and any changes in their circumstances
• Prepare and organize client-facing presentation materials
• Collaborate with advisors to ensure plans align with client objectives and expectations
• Maintain accurate client records and planning documentation
• Manage workflows and deadlines to ensure timely plan delivery
• Conduct research to support plan recommendations, including insurance, retirement, and estate planning
• Assist in onboarding advisors to MoneyGuidePro and Wealth Studios, providing ongoing support as needed
• Performs other tasks and duties as required and assigned

Experience and Skills

• Bachelor’s Degree from an accredited University in Business, Accounting, Finance, or a related field
• 2+ Years’ Experience in the Financial Industry
• Strong Technology skills experience with FinTech platforms, such as model management, performance reporting, financial planning and/or research is a plus
• Completion of or progress toward the CFP® or other relevant certifications preferred
• Knowledge of Envestnet and proficiency in financial planning software (e.g., MoneyGuidePro, Wealth Studios)
• Strong analytical, organizational, and communication skills
• Ability to work collaboratively and independently in a fast-paced environment
• Ability to meet deadlines, effectively manage multiple priorities and perform job responsibilities accurately in a dynamic environment

What We Offer

What Wedbush Offers You

As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.

• Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
• Health Savings Account with company-sponsored contributions
• Flexible Spending Accounts (FSA) traditional and dependent care
• Pre-Tax Commuter Benefits
• 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
• Tuition reimbursement up to $5,250/year
• 3 weeks of Paid Time Off
• 2 weeks of Paid Sick Time (may vary by location)
• 10 Paid Holidays
• Charitable Donation Matching Contributions
• Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
• FINRA License Sponsorship
• Travel & Employee Assistance and Employee Discount Programs

The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $48,000-$65,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, it is not typical for an individual to be hired at, or near, the top of the range for their role. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.

Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview

This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq,, Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

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