Paraplanner

Job title: Paraplanner

Company: Transcend Practice Management

Job description: ParaplannerLocation: Burlington, WA (Full-time, In-office)Compensation: $70,000 to $80,000The best and brightest advisors always have choices in the wealth management arena. Working with our client’s growing private wealth management firm – is an investment in your future that will reap rewards for years to come.We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility and optimism. Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!We are excited to have an opportunity to welcome a new Paraplanner to our team! If you enjoy seeking solutions and analyzing strategies, we would love to hear from you!The attributes that we look for in teammates include:

• Passion and enthusiasm
• Commitment to exceeding client expectations
• Thorough listening skills
• Strong interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
• Desire to be a long-term contributing member of the team
• Excellent communication
• Independent, resourceful problem solver and self-starter
• Ability to take constructive criticism with an open mind and professional response
• Most importantly, have a positive attitude and be a team player

At our firm, you will work with successful business owners, families, and individuals around Skagit Valley. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams. Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with a senior advisor to tackle complex financial, estate, and tax planning situations and deliver an experience to clients that is second to none. This is what we call fun!Interested in more details? As a Paraplanner, you can expect to:

• Provide ongoing support to your senior advisor
• Prepare for client meetings, take notes, complete follow up, and correspond with clients
• Participate and listen carefully in client and planning meetings and translate the discussions into a strategy for data collection
• Complete accurate financial plans in MoneyGuidePro by performing complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning, asset allocation, risk management, etc.
• Facilitate the implementation of client recommendations while maintaining appropriate compliance requirements
• Work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Be flexible and open to work on varied assignments with colleagues across the firm
• Develop client deliverables and reports in a timely and accurate manner
• Respond to client service needs throughout the year
• Escalate account or investment problems and bring to the attention of the senior advisor as needed
• Maintain comprehensive communication records using a contact management system including email capture, notes, call history, tasks, etc.
• Stay current on trends in the financial planning area
• Recommend new or updated tools and resources to keep our firm on the cutting edge (e.g. regarding customer relationship management, trading models, etc.)
• Demonstrate job stability and career progression

Qualifications for this role include:

• Bachelor’s degree in a related discipline
• CFP®, SIE, Series 7, Series 66, life and health preferred but not required
• Strong computer skills are required: Microsoft Office and ability to learn financial planning software (MoneyGuidePro and Morningstar)

The Paraplanner position is the first step along the advisory career track. Your commitment to our firm will be reciprocated by our investment in you and your future.#ZR

Expected salary: $70000 – 80000 per year

Location: Burlington, WA

Job date: Wed, 07 Aug 2024 22:00:33 GMT

Apply for the job now!