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Financial Paraplanner

2 months ago

Newport Beach, California, United States Transcend Practice Management Full time
Job Description

We are a leading wealth management firm, Transcend Practice Management, seeking a highly skilled Financial Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our advisors in delivering exceptional client experiences.

Key Responsibilities:
  • Provide technical support to our advisors, including gathering and organizing supporting documentation and assisting with preparation for client meetings.
  • Participate in planning meetings, translate discussions into action items, and drive financial planning efforts.
  • Prepare financial performance reports using various software applications, keeping meticulous records of interactions and plan progress.
  • Assist with retirement planning integration and service, sending, receiving, and processing client documents and communications.
  • Own the implementation of client planning strategies, staying current on trends in the financial planning area, and recommending new or updated tools and resources.
Requirements:
  • CFP designation required
  • Bachelor's degree in a related discipline required
  • Life and Variable Insurance license
  • Series 7 preferred
  • 3-5 years as a Paraplanner; 5-7 years in the wealth planning industry
  • Tax return, trading, and insurance experience; broad product knowledge and familiarity with estate planning
  • Excellent communication and relationship management skills
  • Strong computer desktop skills, including Microsoft Office Suite (Word, Excel, PowerPoint)
  • Knowledge of CRM Systems and Emoney competency preferred
  • Organized, excellent follow-through, and orientation towards people
  • Superior verbal and written communication skills
  • Demonstrated job stability and career progression
What We Offer:
  • A dynamic and collaborative work environment
  • Opportunities for professional growth and development
  • A competitive compensation package
  • A comprehensive benefits program

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.