Paraplanner - Financial Planning Expert

5 days ago


Frederick, Maryland, United States Transcend Practice Management Full time
Job Description

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.



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