Financial Planning Associate
2 weeks ago
Position: Financial Planning Associate
Location: Remote
Compensation: Competitive salary
Status: Full-time
About Us
At Transcend Practice Management, we are dedicated to creating an environment where talented individuals can excel. Our firm is more than just a workplace; it is a community that embodies our core principles: diligence, humility, optimism, responsiveness, and a steadfast commitment to excellence. We pride ourselves on providing exceptional, tailored experiences to our clients, ensuring they always feel appreciated and understood.
Why You Will Enjoy Being Part of Our Team:
- Innovative Work Environment: We promote creativity and forward-thinking in our daily operations. Join us and make a meaningful contribution.
- Flexible Work Arrangements: Following a successful training period, you may benefit from the option of flexible work arrangements, 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 success.
- Strong Client Engagement: You will enhance client relationships by developing and maintaining comprehensive financial plans.
Ideal Candidate Profile:
- Outstanding attention to detail and organizational abilities.
- Enthusiastic and energetic approach to tasks.
- Strong dedication 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 fostering relationships within the firm and with clients.
- Ability to anticipate the needs of advisors and the team.
- Self-driven with exceptional 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 member of our team.
- Vision for future opportunities within the firm and the industry.
Key Responsibilities:
- Technical Support: Provide essential support to the advisory team; anticipate their needs.
- Strategic Insight: Engage in proactive and analytical thinking to improve our operations.
- Task Management: Organize and prioritize tasks, directing the advisor's focus where it is most needed.
- Financial Plan Development:
- Create precise financial plans using relevant software.
- Conduct in-depth analysis of planning strategies, risks, and opportunities in areas such as retirement, tax, estate, cash flow, asset allocation, and protection.
- Oversee the execution of client planning strategies.
- Proactively communicate with clients to formalize their financial plans and address service needs throughout the year.
- Stay informed on trends in the financial planning sector.
- Client Meeting Coordination: Keep abreast of 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 required.
- A minimum of 3 years of experience in the industry as a paraplanner is required.
- Relevant certifications such as FPQP, CFP, or AAMSSM are preferred.
- Excellent verbal and written communication skills.
- Superior relationship management capabilities.
- Strong proficiency in Microsoft Office tools, particularly Excel, and financial planning software.
- A collaborative team player eager to share knowledge and learn from others.
- Able to be present and aware of team needs; focused on delivering quality work.
- Possess a long-term perspective, recognizing future opportunities and excited to pursue them.
- A strong client advocate who consistently follows through on commitments.
Career Development:
We are committed to supporting 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 firm.
We welcome applicants from diverse backgrounds and encourage you to explore what Transcend Practice Management has to offer. We look forward to connecting with you.
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