Paraplanner – Wealth Management Location: Exeter, CA (In-office, Virtual) Employment Type: Full-time Salary: $75,000-$110,000 (Dependent upon experience and demonstrated planning capability) Incentive Opportunity: Performance-based bonus tied to planning quality, accuracy, and consistency of deliverables, and measurable impact on advisor effectiveness Any final…

Client Service Administrator Entry-Level to Senior | Exeter, CA $50,000–$110,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available Whether you’re building your career in financial services or you’re a seasoned CSA looking for a team that actually has your back—we want to talk to you. At Harvest Wealth Group, we’re always looking for people who care…

Insurance Client Service Administrator Exeter, CA $55,000–$85,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available (Must work Pacific, Mountain or Central time only) You’ve built your career in insurance. You know the carriers, the forms, the back-office workflows that most people in wealth management have never touched. Now imagine bringing that expertise to…

*Job requires relocation to the Exeter, CA area* In the Financial Advisor role, you will be responsible for the growth and care of an assigned client base as well as acquiring new qualified clients for the practice. You will hold client meetings, perform case analyses, and develop recommendations for financial plans. You will love it here if you: Are Scrappy Obsessively Serve Live…