Financial Planning Coordinator
4 days ago
We are seeking a highly skilled and detail-oriented 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 service and achieving our firm's goals.
Key Responsibilities:- Provide administrative support to our advisors, including preparing for client meetings, taking notes, and completing follow-up tasks.
- Assist in the creation of comprehensive financial plans, incorporating planning strategies, risk management, retirement planning, tax planning, estate planning, cash flow planning, asset allocation, and more.
- Work collaboratively with our advisors to address client needs and advisor recommendations, ensuring compliance with regulatory requirements.
- Escalate account or investment problems and bring them to the attention of the senior advisor as needed.
- Maintain comprehensive communication records using a contact management system, including email, MS Products, and other financial software tools.
- Bachelor's degree required.
- Series 7 and 66 licenses 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.
- Demonstrated proficiency in Microsoft Office and financial planning software.
We welcome a diverse pool of applicants from various backgrounds and encourage you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you.
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Financial Planning Specialist
2 weeks ago
Annapolis, Maryland, United States Fidelity TalentSource LLC Full timeJob Summary:Fidelity Investments is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a critical role in helping clients achieve their financial goals by providing expert financial planning advice and guidance.About the Role:The Financial Planning Specialist will work closely with clients to...
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Financial Planning Specialist
2 weeks ago
Annapolis, Maryland, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial...
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Financial Planning Associate
3 weeks ago
Annapolis, Maryland, United States Transcend Practice Management Full timeJob Title: ParaplannerWe are seeking a highly skilled and detail-oriented Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our senior advisors in delivering exceptional client service and creating comprehensive financial plans.Key Responsibilities:Prepare for client meetings, take...
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Financial Planning Specialist
3 weeks ago
Annapolis, Maryland, United States Fidelity TalentSource LLC Full timeJob Description:Fidelity Investments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.The Expertise We're Looking For:FINRA Series 7 & 63 licensed; Series 65 or...
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Financial Planning Associate
2 weeks ago
Annapolis, Maryland, United States Transcend Practice Management Full timeJob Title: ParaplannerWe are seeking a highly skilled and detail-oriented Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our senior advisors in delivering exceptional client service and creating comprehensive financial plans.Key Responsibilities:Prepare for client meetings, take...
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Financial Planning Associate
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