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Financial Planning Associate

2 months ago

Burlington, Washington, United States Transcend Practice Management Full time

Financial Planning Associate

Location: Remote

Compensation: Competitive Salary

Status: Full-time

Join Our Team - Your Future Starts Here

At Transcend Practice Management, we are dedicated to creating an environment where talented individuals can excel. We view ourselves as a cohesive unit, committed to our foundational principles: diligence, humility, optimism, responsiveness, and an unwavering pursuit of excellence.

Our organization is focused on providing exceptional, tailored experiences for our clients, ensuring they always feel valued and understood.

Why You'll Appreciate Being Part of Our Team:

  • Innovative Work Culture: We welcome new ideas and creative thinking in our daily operations. Join us and help make a meaningful difference.
  • Flexible Work Options: Following a successful training period, you may enjoy the flexibility of a hybrid work arrangement, reflecting our trust in your self-motivation and discipline.
  • Diverse Career Opportunities: Whether you aim to become a technical planner or advance to a management role, we support your professional growth and development.
  • Collaborative Atmosphere: You will be part of a team that values collaboration, where every member plays a vital role in our collective success.
  • Strong Client Relationships: You will enhance client relationships by developing and maintaining comprehensive financial plans.

Ideal Candidate Attributes:

  • Exceptional attention to detail and organizational abilities.
  • Enthusiastic and energetic approach to work.
  • Strong commitment to surpassing client expectations.
  • Flexibility and willingness to assist the team in various roles.
  • Proficient in managing diverse tasks in support of the advisory team and collaborating across the organization.
  • Excellent communication skills for building relationships within the firm and with clients.
  • Ability to anticipate the needs of advisors and the team.
  • Self-motivated with outstanding time management and prioritization skills.
  • High integrity, strong work ethic, and respect for confidentiality.
  • Composure and maturity, especially in high-pressure situations.
  • Desire to be a long-term, integral part of our organization.
  • Vision for long-term opportunities within the firm and the industry.

Key Responsibilities:

  • Provide technical support to the advisory team; anticipate their needs.
  • Strategic Thinking: Engage in proactive and critical thinking to enhance our operations.
  • Efficient Task Management: Organize and manage tasks, directing the advisor's focus where it is most needed.
  • Financial Plan Development: Create accurate financial plans using industry-standard tools; conduct complex analyses of planning strategies, risks, and opportunities in various financial areas.
  • Oversee the implementation of client planning strategies.
  • Proactively communicate with clients to formalize their financial plans; address client service needs throughout the year.
  • Stay informed on trends in the financial planning sector.
  • Client Meeting Coordination: Remain updated on client meetings, advisor priorities, and project timelines.
  • Prepare for and attend client meetings, take notes, follow up, and communicate with clients.
  • Participate actively 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.
  • Maintain ongoing relationships with clients, understanding their unique circumstances and anticipating their needs.

Qualifications:

  • Bachelor's degree is preferred.
  • Relevant certifications such as FPQP, CFP, or AAMSSM are advantageous.
  • 1-2 years of experience in the industry as a paraplanner is preferred.
  • Excellent verbal and written communication skills.
  • Superior relationship management abilities.
  • Strong proficiency in desktop applications, particularly Microsoft Office (Excel) and financial planning software.
  • A collaborative team player eager to share knowledge and learn from others.
  • Able to remain present and aware of what is needed; focused on delivering quality work.
  • Possess a long-term perspective, recognizing future opportunities and excited to take steps to achieve them.
  • Strong client advocate who consistently follows through on commitments.

Career Growth:

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

Join us as a Financial Planning Associate and collaborate with some of the most successful business owners, families, and individuals. Make a significant impact on clients who trust us with their financial goals. We look forward to welcoming you to our team.