Paraplanner - Financial Services Coordinator

7 days ago

Frederick, Maryland, United States Transcend Practice Management Full time
About the Role

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 and ensuring timely completion of client projects.
  • Collaborate with advisors to create accurate financial plans in Money Guide Pro, analyzing complex planning strategies, risks, and opportunities in areas such as retirement planning, tax planning, estate planning, cash flow planning, asset allocation, and asset protection.
  • Own the implementation of client planning strategies, proactively reaching out to 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 improve client outcomes.
  • Coordinate client meetings, staying updated on advisor priorities and project timelines.
  • Prepare for and attend client meetings, taking notes, completing follow-up, and corresponding with clients.
  • Participate in client and planning meetings, translating discussions into actionable strategies for data collection and analysis to drive financial planning efforts.
  • 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, interests, and anticipating their needs.
Requirements
  • 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.
  • Long-term view, seeing opportunities ahead and excited to take steps to achieve them.
Career Growth

We believe in nurturing your career aspirations. Choose from various career tracks, such as pursuing the FPQP designation for aspiring planners or advancing into a practice manager role to enhance client experiences. We are committed to investing in your future as much as you are committed to our firm.

  • Paraplanner - Financial Planning Expert

    5 days ago

    Frederick, Maryland, United States Transcend Practice Management Full time

    Job DescriptionWe 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...

  • Paraplanner - Financial Planning Specialist

    7 days ago

    Frederick, Maryland, United States Transcend Practice Management Full time

    About 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 time

    Job 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...

  • Financial Operations Coordinator

    1 week ago

    Frederick, Maryland, United States Allied Technologies & Consulting Full time

    Job 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...

  • Student Financial Coordinator

    1 week ago

    Frederick, Maryland, United States InsideHigherEd Full time

    Position 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 Services Professional

    6 days ago

    Frederick, Maryland, United States Northwestern Mutual -Frederick Full time

    Job 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...

  • Financial Services Professional

    5 days ago

    Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full time

    Job 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

    11 hours ago

    Frederick, Maryland, United States Edward Jones Full time

    About 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...

  • Financial Analyst

    2 weeks ago

    Frederick, Maryland, United States Primary Recruiting Services Full time

    Job Summary:We are seeking a highly skilled Financial Analyst to join our team at Primary Recruiting Services. As a Financial Analyst, you will be responsible for reviewing, analyzing, and reconciling financial statements and management reports.Key Responsibilities:Financial Statement Preparation: Prepare and review financial statements, including the...

  • Financial Analyst

    2 weeks ago

    Frederick, Maryland, United States Primary Recruiting Services Full time

    Job Summary:We are seeking a highly skilled Financial Analyst to join our team at Primary Recruiting Services. As a Financial Analyst, you will be responsible for reviewing, analyzing, and reconciling financial statements and management reports.Key Responsibilities:Financial Statement Preparation: Prepare and review financial statements, including the...

  • Guest Services Coordinator

    2 weeks ago

    Frederick, Maryland, United States Paul Mitchell Schools Full time

    Job OverviewPaul Mitchell Schools is in search of a dedicated Front Desk Coordinator to enhance our guest experience. Our culture, rooted in positivity and support, fosters an environment that prioritizes the growth of our Future Professionals. We believe in providing not just exceptional education but also opportunities for personal development through...

  • Financial Advisor for Patient Services

    2 weeks ago

    Frederick, Maryland, United States Frederick Health Full time

    Position 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...

  • Community Services Program Coordination

    2 weeks ago

    Frederick, Maryland, United States Service Coordination, Inc. Full time

    Job OverviewCompany Overview: Service Coordination, Inc. (SCI) is dedicated to supporting individuals with diverse needs, including those with disabilities, behavioral challenges, and the elderly. Our mission is to provide exceptional services through comprehensive case management and care coordination.Position Overview: The Community Services Program...

  • Relationship Banker

    4 days ago

    Frederick, Maryland, United States Bank of America Full time

    About 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...

  • Financial Analyst

    4 days ago

    Frederick, Maryland, United States NVR Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Coordinator to join our Building Products Accounting team at NVR. As a key member of our team, you will be responsible for reviewing, analyzing, and reconciling financial statements and management reports.Key ResponsibilitiesFinancial Statement Preparation: Prepare and review financial...

  • Guest Services Coordinator

    1 week ago

    Frederick, Maryland, United States Paul Mitchell Schools Full time

    Job OverviewPaul Mitchell Schools is on the lookout for a dedicated Front Desk Coordinator to enhance our guest experience. With a commitment to excellence and a vibrant culture, we strive to create an environment that prioritizes our Future Professionals and their growth.Role ResponsibilitiesThe Front Desk Coordinator is expected to deliver exceptional...

  • Guest Services Coordinator

    1 week ago

    Frederick, Maryland, United States Paul Mitchell Schools Full time

    Position OverviewPaul Mitchell Schools is on the lookout for a dedicated Guest Services Coordinator to enhance our team. With a network of over one hundred educational institutions across the nation, we are committed to fostering a vibrant and supportive atmosphere that prioritizes the growth of our Future Professionals.Role ResponsibilitiesThe Guest...

  • Patient Service Coordinator

    2 days ago

    Frederick, Maryland, United States Medstar Full time

    **Job Summary:**MedStar Health is seeking a skilled Patient Service Coordinator to provide exceptional customer service to patients in a fast-paced medical environment. As a key member of our team, you will be responsible for managing patient intake, verifying demographic and insurance information, and ensuring a smooth check-in and check-out process.**Key...

  • Senior Financial Systems Analyst

    7 days ago

    Frederick, Maryland, United States Asbury Communities Full time

    Job DescriptionCompany OverviewAsbury Communities is a dynamic organization dedicated to providing exceptional care and services to seniors. Our mission is to create a supportive and inclusive environment where individuals can thrive and grow.Job SummaryWe are seeking a highly skilled Senior Financial Systems Analyst to join our team. As a key member of our...

  • Guest Services Coordinator

    1 week ago

    Frederick, Maryland, United States Paul Mitchell Schools Full time

    Job OverviewPaul Mitchell Schools is in search of a dedicated Front Desk Coordinator to enhance our guest experience. With a network of over one hundred schools across the nation, we pride ourselves on fostering a supportive and engaging environment that prioritizes the growth of our Future Professionals.Role ResponsibilitiesThe Front Desk Coordinator plays...