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Need for a paraplanner/jr. advisor in San Diego

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Apr 16, 2014 3:35 pm

Hi All,

I am interested in pursuing a career as a financial advisor and my current goal is to secure a position as a paraplanner/junior advisor.  I have been living in San Diego, CA with my wife for a little under a year.

I have nearly three years of experience in the financial services industry as a trust administrator at a full-service trust company in Boston, MA.  Before working at the trust company, I worked for about three years as an estate planning paralegal, which has been quite helpful for my career.

Please let me know if your firm is interested in hiring a paraplanner or if you know of any firms in the San Diego area that may be interested.  I would be happy to forward you a copy of my resume. 

Thanks!