At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.Introduction to the teamWe are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth.Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:Collects, validates, and analyzes financial data Inputs data into financial planning software and the develops of initial planning recommendations Assists with ongoing portfolio monitoring and account maintenance Interacts with other team members and departments to coordinate the delivery of service to clients Provides ongoing support of client relationships, handles day-to-day client requests and issues Provides efficient and accurate year-end tax information to CPAs Qualifications:Bachelor’s degree in related field required 1 year of wealth management and investment advisory experience preferred Experience in a public accounting or professional services firm environment preferred Insurance knowledge preferred Experience with CRM, portfolio accounting, rebalancing and or financial planning software preferred Excellent communication, organizational, and client relationship skills Ability to work on multiple projects at once while consistently completing projects on time and with few revisions Understands firm’s wealth management process Ability to function as part of a regional team Ability to think critically, take initiative and problem-solve Ability to comfortably maintain poise and diplomacy amongst both client and company personnel

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

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At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.Introduction to the teamWe are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth.Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:Collects, validates, and analyzes financial data Inputs data into financial planning software and the develops of initial planning recommendations Assists with ongoing portfolio monitoring and account maintenance Interacts with other team members and departments to coordinate the delivery of service to clients Provides ongoing support of client relationships, handles day-to-day client requests and issues Provides efficient and accurate year-end tax information to CPAs Qualifications:Bachelor’s degree in related field required 1 year of wealth management and investment advisory experience preferred Experience in a public accounting or professional services firm environment preferred Insurance knowledge preferred Experience with CRM, portfolio accounting, rebalancing and or financial planning software preferred Excellent communication, organizational, and client relationship skills Ability to work on multiple projects at once while consistently completing projects on time and with few revisions Understands firm’s wealth management process Ability to function as part of a regional team Ability to think critically, take initiative and problem-solve Ability to comfortably maintain poise and diplomacy amongst both client and company personnel

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

#LI-MD1