Paraplanner - Financial Planning Expert
5 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 advisory team by providing technical expertise and exceptional client service.
Key Responsibilities:
- Provide technical support to the advisory team, anticipating their needs and ensuring seamless execution of client plans.
- Engage in proactive and critical thinking to enhance our operations and drive business growth.
- Efficiently manage tasks, focusing the advisor's attention on high-priority activities.
- Develop and implement client planning strategies, utilizing advanced financial planning tools and techniques.
- Proactively communicate with clients to formalize their financial plans and respond to their service needs throughout the year.
- Stay current on trends in the financial planning industry, applying this knowledge to drive business growth and client satisfaction.
- Coordinate client meetings, taking notes, completing follow-up, and corresponding with clients to ensure exceptional service.
- Participate in client and planning meetings, translating discussions into actionable strategies for data collection and analysis.
- Develop client deliverables and reports in a timely, accurate, and informative manner.
- Establish and maintain strong relationships with clients, understanding their unique circumstances, connections, talents, and interests.
Qualifications:
- Bachelor's degree preferred.
- FPQP, CFP, or AAMSSM certification is a plus.
- 1-2 years of experience in the industry and as a Paraplanner is preferred.
- Excellent verbal and written communication skills.
- Superior relationship management skills.
- Strong computer desktop skills, particularly in Microsoft Office tools (Excel) and Money Guide Pro.
- Team player eager to share knowledge and learn from the team.
- Able to prioritize tasks, manage time effectively, and take initiative.
- Strong client advocate who follows through on commitments.
Career Growth:
We believe in nurturing your career aspirations and offer various career tracks, such as pursuing the FPQP designation or advancing into a practice manager role. We are committed to investing in your future as much as you are committed to our firm.
-
Paraplanner - Financial Planning Specialist
7 days ago
Frederick, Maryland, United States Transcend Practice Management Full timeAbout the RoleWe 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 advisory team by providing technical expertise and exceptional client service.Key ResponsibilitiesProvide technical support to the advisory team, anticipating their needs and ensuring...
-
Paraplanner - Financial Services Coordinator
7 days ago
Frederick, Maryland, United States Transcend Practice Management Full timeAbout the RoleWe 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 advisory team by providing technical expertise and exceptional client service.Key ResponsibilitiesProvide technical support to the advisory team, anticipating their needs and ensuring...
-
Financial Planning Associate
2 weeks ago
Frederick, Maryland, United States Transcend Practice Management Full timeJob OverviewPosition: Financial Planning AssociateLocation: Remote/HybridSalary Range: $75,000 - $90,000Become a Part of Our Vision - Your Career Journey Begins HereAt Transcend Practice Management, we are dedicated to cultivating an environment where exceptional talent can flourish. We are not just colleagues; we are a community that embodies our core...
-
Tax Manager
7 days ago
Frederick, Maryland, United States Clientmind, Inc. Full timeJob OverviewClientmind, Inc. is seeking a highly skilled Tax Manager to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and timeliness of tax returns for our clients.Key ResponsibilitiesFinancial Planning and Advisory ServicesDevelop and implement tax planning strategies to maximize client...
-
Tax Manager
7 days ago
Frederick, Maryland, United States Clientmind, Inc. Full timeJob OverviewClientmind, Inc. is seeking a highly skilled Tax Manager to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and timeliness of annual tax returns for our clients.Key ResponsibilitiesFinancial Planning and Advisory ServicesDevelop and implement tax planning strategies to maximize client...
-
Relationship Banker
4 days ago
Frederick, Maryland, United States Bank of America Full timeAbout the RoleAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker - Financial Services Expert, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and...
-
Frederick, Maryland, United States Blue Skye Financial Full timeJob OpportunityWe are seeking a seasoned professional to join our team at Blue Skye Financial as a Licensed Life/Health Agent. This is a 100% remote position that offers a unique opportunity to work from the comfort of your own home.Key ResponsibilitiesEmpower lives by providing high-quality life and health insurance solutions to clients.Work independently...
-
Senior Accountant
1 hour ago
Frederick, Maryland, United States Cornerstone Recruiting Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our team at Cornerstone Recruiting. As a key member of our financial team, you will be responsible for preparing monthly financial reports and account reconciliations, reviewing variances and analysis, maintaining fixed assets, and ensuring a smooth month-end close.Key...
-
Financial Management Specialist
1 hour ago
Frederick, Maryland, United States United States Army Medical Logistics Command Full timeAbout the PositionThe United States Army Medical Logistics Command is seeking a highly skilled Financial Management Specialist to join our team. As a key member of our organization, you will play a critical role in enabling strategic power projection readiness, total force materiel, and supply chain optimization in support of multi-domain operations.Key...
-
Lead Financial Analyst
2 weeks ago
Frederick, Maryland, United States Legal & General America Full timeSenior Financial Analyst Position Overview At Legal & General America, we are dedicated to fostering brighter futures for our clients, partners, and communities. As a prominent leader in term life insurance, we are innovating our operations through technology to simplify and make financial security accessible for more American families. Our commitment...
-
Financial Advisor for Patient Services
2 weeks ago
Frederick, Maryland, United States Frederick Health Full timePosition OverviewThe Financial Advisor for Patient Services plays a crucial role in ensuring that the mission, vision, and core values of Frederick Health are seamlessly integrated into daily operations. This position is dedicated to enhancing customer service and upholding the highest standards of compliance.Key ResponsibilitiesIncorporate the core values...
-
Financial Services Professional
5 days ago
Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full timeJob OpportunityWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Northwestern Mutual Wealth Management Company.Job SummaryThe successful candidate will be responsible for developing and implementing personalized financial strategies for clients, providing exceptional customer service, and staying up-to-date on...
-
Financial Services Professional
6 days ago
Frederick, Maryland, United States Northwestern Mutual -Frederick Full timeJob OpportunityFinancial Services ProfessionalWe are seeking a highly motivated and ambitious individual to join our team as a Financial Services Professional at Northwestern Mutual - Frederick. As a Financial Services Professional, you will have the opportunity to work with clients to help them achieve their financial goals and live a more secure and...
-
Lead Financial Strategist
2 weeks ago
Frederick, Maryland, United States Legal & General America Full timePosition Overview:At Legal & General America, we are dedicated to fostering brighter futures for our clients, partners, and communities. As a leading provider of term life insurance, we are revolutionizing our operations through innovative technology, making financial security accessible to more families across America.Role Summary:The Senior Financial...
-
Immunology Expert
1 hour ago
Frederick, Maryland, United States Alaka`ina Foundation Family of Companies Full timeJob SummaryWe are seeking a highly skilled Immunologist to join our team at the Alaka`ina Foundation Family of Companies. As a Senior Immunologist, you will provide leadership support services for our government customer located in Maryland.Key ResponsibilitiesProvide senior immunology advisory services and serve as a subject matter expert for all aspects of...
-
Financial Services Professional
11 hours ago
Frederick, Maryland, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and ambitious Financial Services Professional to join our team at Edward Jones. As a Financial Advisor, you will play a critical role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesClient Acquisition and Relationship BuildingDevelop and implement strategies to acquire new...
-
Junior Financial Analyst
5 days ago
Frederick, Maryland, United States Allied Technologies & Consulting Full timeJob SummaryAllied Technologies & Consulting is seeking a skilled financial professional to support the Department of Army. This entry-level position offers a competitive salary and opportunities for growth.Key Responsibilities:Collaborate with Lead Financial Analysts to manage budgetary and financial functions related to procurement and purchasing.Accurately...
-
Lead Financial Analyst
2 weeks ago
Frederick, Maryland, United States SES Government Solutions Full timeCompany OverviewSES Government Solutions is a prominent entity dedicated to providing innovative solutions that enhance the operational capabilities of government agencies.Position SummaryThe Lead Financial Analyst will play a crucial role in overseeing complex financial operations, ensuring the integrity and accuracy of financial data, and supporting...
-
Student Financial Coordinator
1 week ago
Frederick, Maryland, United States InsideHigherEd Full timePosition Overview:The Student Finance Associate plays a crucial role in the Student Finance Office, supporting the overall operations of the Finance team. This position serves as the primary liaison for students, parents, and staff regarding tuition and fee-related inquiries for academic enrollment.Key Responsibilities:The following duties are essential for...
-
Financial Operations Coordinator
1 week ago
Frederick, Maryland, United States Allied Technologies & Consulting Full timeJob OverviewPOSITION SUMMARY:Allied Technologies and Consulting (ATC) is seeking a Financial Operations Coordinator to enhance our team in providing support to the U.S. Army Medical Materiel Development Activity (USAMMDA) within the Administrative Support Division (ASD).KEY RESPONSIBILITIES:The Financial Operations Coordinator will undertake various...