Paraplanner - Transcend Practice Management
Annapolis, MD 21401
About the Job
Paraplanner
Location: Annapolis, MD (Full time, In-office)
Compensation: $75,000- $95,000
We are an independent wealth advisory firm based in Annapolis, Maryland, assisting
individuals, families, and business owners with long term planning to help address all facets of
their financial needs. We take the time to truly understand every client and build a
comprehensive roadmap around their unique goals.
We are excited to have an opportunity to welcome a new Paraplanner to our team! If you have
experience as a Paraplanner and love solving problems, we would love to hear from you. We
enjoy sharing our approach built on decades of experience while embracing the unique points
of view that new teammates bring to the table. Utilizing best-in-class resources and technology,
you will be working in collaboration with a senior advisor to tackle complex financial, estate,
and tax planning situations and deliver a top-notch concierge service.
The attributes that we look for in teammates include:
● A self-starter attitude with a passion for delivering exceptional client-centered service
● Excellent written and verbal communication and interpersonal skills
● Strong attention to detail and superior organizational skills
● Proactiveness and the desire to learn and grow
● Desire to be a long-term contributing member of the team
● A positive, team-player attitude
● Coach-ability and a willingness to incorporate constructive feedback
As a Paraplanner, you can expect to:
● Provide ongoing support to the firm’s Advisors
● 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 an actionable strategy
● Create full financial plans in Right Capital which incorporate planning strategies, risk
management, retirement planning, tax planning, estate planning, cash flow planning,
asset allocation, and more
● Address client needs and advisor recommendations while maintaining appropriate
compliance requirements
● Work autonomously within an area of responsibility, as well as collaboratively to
contribute to the overall client experience
● 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, MS Products and other financial software tools
● Stay current on emerging trends in the financial planning area
Qualifications for this role include:
● Bachelor’s degree required
● Series 7 and 66required
● Life and variable insurance licenses, nice to have
● CFP designation a plus
● 2-4yearsasaParaplanner; 3-5 years in the wealth planning industry
● Excellent communication and relationship management skills
● Client facing experience
● Experience with client events and marketing via social media (preferred)
● Strong computer skills are required: Microsoft Office and financial planning software
● Demonstrated job stability and career progression
We welcome diverse pool of applicants from various backgrounds and urge you to apply to
learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!
#ZR
Location: Annapolis, MD (Full time, In-office)
Compensation: $75,000- $95,000
We are an independent wealth advisory firm based in Annapolis, Maryland, assisting
individuals, families, and business owners with long term planning to help address all facets of
their financial needs. We take the time to truly understand every client and build a
comprehensive roadmap around their unique goals.
We are excited to have an opportunity to welcome a new Paraplanner to our team! If you have
experience as a Paraplanner and love solving problems, we would love to hear from you. We
enjoy sharing our approach built on decades of experience while embracing the unique points
of view that new teammates bring to the table. Utilizing best-in-class resources and technology,
you will be working in collaboration with a senior advisor to tackle complex financial, estate,
and tax planning situations and deliver a top-notch concierge service.
The attributes that we look for in teammates include:
● A self-starter attitude with a passion for delivering exceptional client-centered service
● Excellent written and verbal communication and interpersonal skills
● Strong attention to detail and superior organizational skills
● Proactiveness and the desire to learn and grow
● Desire to be a long-term contributing member of the team
● A positive, team-player attitude
● Coach-ability and a willingness to incorporate constructive feedback
As a Paraplanner, you can expect to:
● Provide ongoing support to the firm’s Advisors
● 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 an actionable strategy
● Create full financial plans in Right Capital which incorporate planning strategies, risk
management, retirement planning, tax planning, estate planning, cash flow planning,
asset allocation, and more
● Address client needs and advisor recommendations while maintaining appropriate
compliance requirements
● Work autonomously within an area of responsibility, as well as collaboratively to
contribute to the overall client experience
● 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, MS Products and other financial software tools
● Stay current on emerging trends in the financial planning area
Qualifications for this role include:
● Bachelor’s degree required
● Series 7 and 66required
● Life and variable insurance licenses, nice to have
● CFP designation a plus
● 2-4yearsasaParaplanner; 3-5 years in the wealth planning industry
● Excellent communication and relationship management skills
● Client facing experience
● Experience with client events and marketing via social media (preferred)
● Strong computer skills are required: Microsoft Office and financial planning software
● Demonstrated job stability and career progression
We welcome diverse pool of applicants from various backgrounds and urge you to apply to
learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!
#ZR
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Source : Transcend Practice Management