Financial Planning Associate

2 weeks ago

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

Position: Financial Planning Associate

Location: Remote/Hybrid

Salary Range: $75,000 - $90,000

Become a Part of Our Vision - Your Career Journey Begins Here

At 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 principles: diligence, humility, optimism, responsiveness, and an unwavering dedication to excellence.

Our organization takes pride in providing top-tier, tailored experiences to our clients, ensuring they always feel appreciated and understood.

What Makes Our Team Special:

  • Innovative Work Environment: We promote new ideas and creative thinking in our daily operations. Join us and make a meaningful impact.
  • Flexible Work Arrangements: Following a successful training period, you may enjoy the benefits of a hybrid work model, reflecting our trust in your self-motivation and discipline.
  • Diverse Career Opportunities: Whether you aim to become a technical planner or a practice manager, we support your professional growth and development.
  • Collaborative Team Culture: You will be part of a team that values collaboration, where every member plays a vital role in our collective success.
  • Strengthening Client Relationships: You will add significant value by enhancing client relationships through the development and maintenance of financial strategies.

Ideal Candidate Profile:

  • Outstanding attention to detail and organizational capabilities.
  • Enthusiastic and energetic approach to work.
  • Strong commitment to surpassing client expectations.
  • Adaptability 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 organization and with clients.
  • Ability to anticipate the needs of advisors and the team.
  • Self-driven with exceptional time management, prioritization skills, and initiative.
  • High integrity, strong work ethic, and respect for confidentiality.
  • Composure and maturity, especially in high-pressure situations.
  • A desire to be a long-term, integral member of our team.
  • A vision for long-term opportunities within the organization and the industry.

Key Responsibilities:

  • Provide technical assistance to the advisory team; anticipate their needs.
  • Strategic Insight: Engage in proactive and analytical thinking to enhance our operations.
  • Effective Task Management: Screen, organize, and manage tasks, directing the advisor's focus where it is most needed.
  • Financial Strategy Development: Create precise financial plans using Money Guide Pro; conduct complex analyses of planning strategies, risks, and opportunities in areas such as retirement, tax, estate, cash flow, asset allocation, and protection.
  • 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: Keep 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 to drive financial planning efforts.
  • Develop client deliverables and reports in a timely, accurate, and informative manner.
  • Maintain ongoing relationships with clients, understanding their unique circumstances, connections, talents, and interests, and anticipate their needs.

Qualifications:

  • A bachelor's degree is 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 abilities.
  • Strong computer skills, particularly with Microsoft Office tools (Excel) and Money Guide Pro.
  • A team player eager to share knowledge and learn from the entire team.
  • Able to be present and aware of what is needed; focused on delivering quality work.
  • Possessing a long-term perspective, recognizing future opportunities and excited to take steps to achieve them over time.
  • A strong client advocate who follows through on commitments - Every. Single. Time.

Career Advancement:

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 practice manager 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 transformative impact on clients who trust us with their dreams and aspirations. We look forward to welcoming you to our team.

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