Financial Planning Associate
3 days ago
We are seeking a highly skilled Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our Advisors in delivering exceptional client-centered service.
Key Responsibilities- Provide ongoing support to our Advisors, preparing for client meetings, taking notes, and completing follow-up tasks.
- Participate in client and planning meetings, translating discussions into actionable strategies.
- Create comprehensive financial plans in Right Capital, incorporating planning strategies, risk management, retirement planning, tax planning, estate planning, cash flow planning, asset allocation, and more.
- Address client needs and advisor recommendations while maintaining compliance requirements.
- Work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience.
- Bachelor's degree required.
- Series 7 and 66 required.
- Life and variable insurance licenses, nice to have.
- CFP designation a plus.
- 2-4 years of experience as a Paraplanner; 3-5 years in the wealth planning industry.
- Excellent communication and relationship management skills.
- Client-facing experience.
- Experience with client events and marketing via social media (preferred).
- Strong computer skills, including Microsoft Office and financial planning software.
- Demonstrated job stability and career progression.
We are an independent wealth advisory firm based in Annapolis, Maryland, assisting individuals, families, and business owners with long-term planning to help address all facets of their financial needs. We take the time to truly understand every client and build a comprehensive roadmap around their unique goals.
We are excited to have an opportunity to welcome a new Paraplanner to our team. If you have experience as a Paraplanner and love solving problems, we would love to hear from you. We enjoy sharing our approach built on decades of experience while embracing the unique points of view that new teammates bring to the table.
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