Overview
Timeline for reviewing applications and communication:
We will review applications and begin sending out invites for interviews on or after 8/1. If you’ve applied after that date, we review and send out invites every 1-2 weeks. Please keep an eye out for our emails in the timeframe.
Job Summary
Position: Remote – Paraplanner Full-time, permanent position
Location: Remote; legally authorized to live and work in the US
Salary range: $65K to $83K plus bonus
About Citrine Capital
Citrine Capital is a fee-only wealth management firm committed to helping tech professionals, entrepreneurs, and business owners use their wealth to reach their unique goals. We accomplish this by working with our clients to organize their finances, manage investments, navigate liquidity events, define and prioritize goals, plan for major life events and/or early retirement, protect loved ones, and mitigate taxes.
We’re one of the few fee-only RIAs that integrates wealth management, tax preparation, and Bitcoin planning – helping clients navigate both traditional and emerging areas of finance.
Job Description
The Paraplanner at Citrine Capital plays a key role in supporting advisors, clients, and our broader team. This individual helps prepare and maintain financial plans, ensures client commitments are met, and contributes to a consistent, high-quality client experience. They should have a genuine desire to serve others and provide clients with a high level of care and professionalism.
In addition to supporting the advisory team, this role may provide assistance to our tax and operations departments as needed. The ideal candidate is detail-oriented, proactive, and able to manage multiple projects independently while maintaining clear communication.
Because this is a fully remote role, the ability to work independently and manage priorities with minimal oversight is essential.
This role also offers the opportunity to grow into an Associate Advisor position over time, for those interested in a client-facing career path.
Primary responsibilities:
Client and Advisory Engagement
- Support advisors in preparing for and documenting client meetings, ensuring follow-up items are tracked and completed in the CRM.
- Analyze financial data, prepare planning deliverables, and update client information across financial planning, CRM, and investment software.
- Assist with onboarding new clients and maintain accurate documentation.
- Collaborate with the tax and operations teams on projects and client deliverables.
- Support compliance tasks and other firm-wide initiatives as assigned.
Relevant qualifications, skills, and experience:
Essential:
- Our firm is based on the West Coast. Availability for client meetings during Pacific business hours is required. Outside of those times, you are free to complete your work on a schedule that suits you.
- Legally authorized to live and work in US
- Proficient in Microsoft Office and Google Suite to include Excel/Google Sheets
- Knowledge of core financial planning areas
- Excellent time management, strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
- A drive to deliver quality work with a high degree of accuracy
- Demonstrates a strong client-service mindset and desire to go above and beyond to support client needs
- Excellent verbal and written communication skills
- Mastery in monitoring deadlines and simultaneously balancing many projects with assistance from our service and management teams
- Demonstrates personal integrity, honesty, and is able to deal with confidential information on a daily basis
- Ability to perform in a high-pressure, ever-changing investment market and financial services environment
- CFP® coursework in progress or completed, Series 65
- Paraplanner, Advisory and/or tax experience – 1-2 years experience
- Enthusiastic about learning new tools for maximum efficiency and automation
Desirable:
- Knowledge of CRM database programs (Advyzon), Financial Planning software (RightCapital), investment custodian (Schwab), and tax planning software (Holistiplan)
- A background rich in community service, nonprofit work, and volunteering
Communication skills:
English
Additional attributes:
- The ability to work both collaboratively with teams and independently
- Experience working in a dynamic, growing environment
- Availability during PT business hours Monday – Friday, since a majority of our clients are in CA.
Salary and Benefits:
- Salary range: $65K to $83K plus bonus (depending on experience)
- Holidays: Citrine is closed on all stock market holidays
- Vacation: Unlimited vacation days to maintain a work-life balance (we require that you take a minimum of 3 weeks of vacation per year)
- Health insurance: 75% covered by employer
- 401(k): 4% employer match
- Personal Development: We encourage you to focus on your overall development and well-being. Budgets will be provided for professional development, health & wellness activities, and technology expenses.
- This role is primarily remote, and travel is minimal. We hold an annual team retreat to connect in person and invest in professional and cultural growth.
Citrine Capital contact details:
Address: 535 Mission Street, 14th Floor, San Francisco, CA 94105
Phone: 415-494-8262
Website: CitrineCapitalAdvisors.com
Financial Disclosures: The new hire will be required to pass a background check and disclose investment positions to Citrine Capital’s compliance team.
How to apply:
Please submit your cover letter and resume. Applications will be accepted until the position is filled. We are an equal opportunity employer and value diverse perspectives.
