Financial Planning Associate

4 days ago


Saint Paul, Minnesota, United States Transcend Practice Management Full time
Job Title: Paraplanner

We are seeking a highly skilled and motivated Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our senior advisors in delivering exceptional client experiences.

Key Responsibilities:
  • Provide ongoing support to senior advisors, including preparing for client meetings, taking notes, and completing follow-up tasks.
  • Participate in client and planning meetings, translating discussions into actionable strategies for data collection.
  • Complete comprehensive financial plans in eMoney, analyzing planning strategies, risks, and opportunities in areas such as retirement planning, tax planning, estate planning, and asset allocation.
  • Facilitate the implementation of client recommendations, ensuring compliance with relevant regulations.
  • Work autonomously and collaboratively to contribute to the overall client experience.
Requirements:
  • Bachelor's degree required.
  • Series 7, 63, and life and variable insurance licenses required.
  • CPA or CFP designation a plus.
  • 3-5 years of experience as a Paraplanner or in the wealth planning industry.
  • Excellent communication and relationship management skills.
  • Heavy client-facing experience.
  • Strong computer skills, including Microsoft Office and financial planning software.
What We Offer:

At Transcend Practice Management, we value our team members and offer a dynamic and supportive work environment. We are committed to delivering high-quality experiences to our clients and are seeking a Paraplanner who shares our values and is passionate about making a difference in the financial services industry.



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