Financial Paraplanner/ Jr. Advisor
1 month ago
About us
Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States.
Our Mission
We help people retire with dignity and confidence.
Key Responsibilities:
The Paraplanner/ Jr. Advisor plays a crucial role in providing comprehensive support to the advisory team, ensuring effective financial planning and exceptional client service. This position requires a very organized, proactive, and detail-oriented individual who excels in managing tasks, analyzing financial strategies, and maintaining client and prospective client relationships. The role encompasses a blend of client care and business management responsibilities, with a focus on adhering to high standards of ethics and regulatory requirements.
Client Care & Business Management
- Maintain ongoing communication with clients throughout the financial planning process, addressing queries and providing information as needed.
- Review and update client information for meetings
- Manage and resolve client service issues promptly and effectively based on advisor instructions.
- Prepare client deliverables and reports in a timely and accurate manner.
- Stay current on financial planning trends and regulatory changes.
Client Meeting Coordination & Support
- Stay updated on client meetings, advisor priorities, and project timelines.
- Prepare initial sales reports, illustrations, and preliminary recommendation drafts for prospective client’s first meeting with Advisors.
- Organize and maintain physical and digital prospect and client files
- Provide administrative support needed to ensure Advisor notes are documented properly, and follow-up tasks are completed.
- Translate discussions from client and planning meetings into actionable strategies for data collection and analysis.
General Responsibilities
- Consistently adhere to high standards of business and professional ethics.
- Support compliance within the advisor’s practice and follow all legal and regulatory requirements.
- Demonstrate a positive attitude, effective communication skills, and a willingness to continually learn and grow.
Requirements:
- Bachelor’s degree required; advanced certifications or designations are a plus.
- Minimum of 2 years of experience in the financial planning industry, with a strong background as a paraplanner, servicing advisor, or financial advisor assistant.
- VA Life & Health Insurance Licenses are required.
- Series 65 preferred.
- Proficiency in financial planning software (e.g., Orion) and Microsoft Office Suite.
- Strong attention to detail, organizational skills, and the ability to multitask effectively.
- Excellent communication skills and a polite phone manner.
- Ability to work independently as well as collaboratively within a team.
- Strategic thinking and proactive problem-solving.
- Effective time management and task prioritization.
- Ability to anticipate and address client needs.
- Adherence to rules and regulations, with a focus on compliance and ethical practices.
This position is dynamic and may evolve to meet the needs of the practice, with additional responsibilities assigned as necessary. Work hours are 9:30 am - 5:30 pm. Must be available to work occasional evening hours to support our educational workshops, as needed.
We offer a competitive compensation package, including base salary and performance-based bonuses, as well as a comprehensive benefits package that includes health insurance, retirement savings, and paid time off.
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