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Lead Financial Paraplanner

2 months ago

Murrieta, California, United States Transcend Practice Management Full time
Job Overview

Position: Senior Paraplanner

Location: Remote

Salary: $110,000 - $125,000

At Transcend Practice Management, we pride ourselves on being a cohesive, service-driven team dedicated to embodying our core values: diligence, humility, optimism, responsiveness, and a commitment to excellence. Our mission is to provide high-quality, personalized experiences to our clients, ensuring they feel valued and understood. We believe in the unique skills and purposes of every individual, and we strive to foster an environment of respect and stewardship.

We are eager to find a new member who possesses a strong background in paraplanning and enjoys tackling challenges. Your insights and experiences will be highly valued as we continue to grow together.

Key Attributes We Seek:

  • Engaged and proactive
  • Self-motivated and curious
  • Collaborative team player
  • Committed to exceeding expectations
  • Excellent listening skills
  • Integrity and resilience
  • Detail-oriented with strong organizational skills
  • Client-centric mindset
  • Able to thrive in a dynamic environment
  • Capable of working independently and collaboratively
  • Flexible and adaptable to diverse tasks
  • Strong multitasking abilities
  • Quick learner with a desire for continuous improvement
  • Exceptional communication and interpersonal skills
  • Long-term commitment to team success
  • Visionary outlook on industry opportunities

As a Senior Paraplanner, your responsibilities will include:

  • Providing technical assistance to advisors
  • Participating in planning discussions and translating insights into actionable strategies
  • Developing precise financial plans using eMoney
  • Preparing documentation and agendas for client meetings
  • Managing post-meeting follow-ups and client communications
  • Creating and updating financial models using various software tools
  • Assisting with retirement plan management and compliance
  • Maintaining accurate records and reports
  • Building and nurturing relationships with clients and colleagues
  • Staying informed on financial planning trends
  • Recommending innovative tools and resources for firm advancement

Qualifications:

  • Bachelor's degree required
  • CFP or CFA designation
  • AIF, CPWA, CPA/JD preferred
  • Series 65 license
  • Minimum of 7 years in wealth management, with 5 years in a similar capacity
  • Strong expertise in tax and estate planning
  • Proficient in Microsoft Office Suite
  • Familiarity with CRM systems is advantageous
  • Demonstrated career progression and stability

We are committed to fostering a diverse workforce and encourage applicants from all backgrounds to explore the opportunities available at Transcend Practice Management.