Financial Paraplanner - Transcend Practice Management
Plymouth, MA 02360
About the Job
PARAPLANNER
Plymouth, MA (in office)
Salary = $65,000 to $75,000
The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our 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 our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our offices are 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 planning member to our team! If you have love solving problems, we would love to hear from you! We enjoy sharing what we have learned over the years while embracing the unique points of view that new teammates bring to the table. The attributes that we look for in teammates include:
Get in touch today so that we can get to know you! At our firm you will work with some of the most successful business owners, families, and individuals around. 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 Planner, you can expect to:
Qualifications for this role include:
Team members at our firm will have multiple career tracks to choose from. For example, Planners who want to become financial advisors will be supported in pursuing the CFP® designation (and FINRA designations, as needed) and have opportunities to transition into advisory roles – service advisor to lead advisor to senior advisor – as they master increasing levels of responsibility in the organization. Your commitment to the firm will be reciprocated by our investment in you and your future!
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firmoffers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
#ZR
Plymouth, MA (in office)
Salary = $65,000 to $75,000
The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our 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 our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our offices are 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 planning member to our team! If you have love solving problems, we would love to hear from you! We enjoy sharing what we have learned over the years while embracing the unique points of view that new teammates bring to the table. The attributes that we look for in teammates include:
- High energy and enthusiasm
- Commitment to exceeding client expectations
- Careful listening skills
- Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
- Flexibility and openness to work on varied assignments with people across the firm
- Ability to learn quickly and improve upon established processes
- Strong communication and 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
- A long view of the opportunities presented by our firm and the industry overall
Get in touch today so that we can get to know you! At our firm you will work with some of the most successful business owners, families, and individuals around. 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 Planner, you can expect to:
- Provide technical support to lead advisors
- Prepare for and attend 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 and analysis to help drive financial planning efforts
- Complete accurate financial plans in Right Capital
- Perform complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning, asset allocation, asset protection, etc.
- Own the implementation of client planning strategies
- Develop client deliverables and reports in a timely, accurate, and informative manner
- Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc.
- Respond to client service needs throughout the year
- Stay current on trends in the financial planning area
- Recommend new or updated tools and resources to keep the firm on the cutting edge (e.g. regarding customer relationship management, trading models, etc.)
Qualifications for this role include:
- Bachelor’s degree in a related discipline
- CFP® or FPQP® (Financial Paraplanner Qualified Professional) designation, a bonus
- Minimum of two years of experience as a Planner, preferred but not required
- Excellent communication and relationship management skills
- Strong computer desktop skills are required: Microsoft Office Suite, Right Capital
- Demonstrated job stability and career progression
Team members at our firm will have multiple career tracks to choose from. For example, Planners who want to become financial advisors will be supported in pursuing the CFP® designation (and FINRA designations, as needed) and have opportunities to transition into advisory roles – service advisor to lead advisor to senior advisor – as they master increasing levels of responsibility in the organization. Your commitment to the firm will be reciprocated by our investment in you and your future!
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firmoffers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
#ZR
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Source : Transcend Practice Management