Wealth Management Paraplanner – 125K–150K | Work Directly with CEO

For nearly 50 years, Chamberlain Group has been one of California's most trusted wealth management firms, serving ultra-high-net-worth entrepreneurs and multi-generational families ($50M–$5B net worth) with sophisticated strategies in estate planning, wealth transfer, life insurance, executive benefits, and non-qualified plans.

We are a tight-knit, high-performing team of friendly, deeply experienced professionals — many with 15- to 30-year tenures — who genuinely enjoy collaborating and celebrating wins together. There's no corporate bureaucracy or ego here; just hard work, mutual respect, continuous growth, and real pride in protecting and growing generational wealth for remarkable clients.

We're selectively adding one exceptional Wealth Management Paraplanner who will work one-on-one with our CEO (Mike Kiley) and support our advisory team on the most complex and rewarding cases we handle.

This is not a back-office role. You'll be a true thought partner — researching strategies, building compelling proposals, and driving plan implementation for some of the most successful business owners in the country.

What You'll Own (and Why Our Team Loves This Role)

• Partner directly with the CEO and advisors on advanced wealth transfer, estate tax mitigation, charitable strategies, and non-qualified plans
• Gather and organize complex client data, then translate it into clear, impactful proposals and schematics
• Create stunning client-facing materials: narratives, spreadsheets, illustrations, and multi-life employee communications
• Drive plan implementation end-to-end — coordinating with attorneys, trustees, carriers, and client teams
• Research cutting-edge tax, estate, insurance, and legal strategies and share insights across the firm
• Attend high-level prospect and client meetings (occasional travel)

You'll Thrive Here If You Bring

• 10+ years in life insurance marketing support, advanced case design, or high-level advisor/paraplanner support
• Bachelor's degree + CFP, CLU, CPA, or JD (required)
• Expert-level financial modeling, mathematics, and spreadsheet skills
• Deep knowledge of life insurance products, estate/gift tax, and non-qualified plans
• Outstanding written and verbal communication — you're confident presenting to CEOs and their counsel
• A proactive, ownership mindset that delivers under pressure while keeping everyone aligned

Compensation & Benefits Built for Long-Term Careers

• Total first-year compensation: $125,000 – $150,000
• Comprehensive health, dental, vision, and life insurance
• 401(k) with profit sharing
• Generous PTO and paid holidays
• A beautiful office environment in the Irvine area and a supportive team that mentors, collaborates, and stays for decades

If you're passionate about advanced planning, love turning complexity into clarity, and want to build a lasting career surrounded by people who will invest in you the way we invest in our clients — we'd love to meet you.

Apply today - we review applications daily and move quickly for exceptional candidates.

wealth management paraplanner, financial paraplanner, advanced case design, estate planning paraplanner, CFP paraplanner, CLU jobs, CPA financial planning, ultra high net worth advisor support, wealth transfer specialist, non-qualified plans, life insurance advanced markets, Newport Beach, Irvine, Orange County

Job Type: Full-time

Base Pay: $125, $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Do you have a high competency in mathematics and financial spreadsheets?
• Do you have expert level written and verbal communication skills?

Education:

• Bachelor's (Required)

Experience:

• life insurance - marketing support and/or advisor support: 10 years (Required)

License/Certification:

• CPA, CLU, CFP, or Law Degree (Required)

Work Location: In person