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Paraplanner

Transcend Practice Management • Annapolis, MD, United States • $200k - $250k / year • 4w ago

PARAPLANNER

Location: Frederick, MD 21701

Compensation: $75-90,000K

Status: Full-time

Join Our Team - Your Future Starts Here!

At our firm, we believe in fostering a workplace where the brightest minds can thrive. We are more than just a team; we are a family that collaborates to embody our core values daily: hard work, humility, optimism, responsiveness, and unwavering commitment to excellence.

Our office prides itself on delivering premium, personalized experiences to our clients, ensuring they always feel valued and heard.

Why You'll Love Being a Part of Our Team:

Innovative Work Culture: We encourage fresh ideas and innovative thinking in our daily operations. Join us and contribute to making a significant impact!
Hybrid Work Opportunities: After successful completion of a training period, you may enjoy the flexibility of hybrid work, demonstrating our trust in your self-motivation and discipline.
Diverse Career Paths: Whether you aspire to be a technical planner or a practice manager, we support your career growth and development.
Collaborative Environment: You'll be joining a team that values unity, where every member plays a crucial role in our success.
Strong Client Relationships: You will provide tremendous value by strengthening the client relationship through the creation and maintenance of financial plans.
Ideal Candidate Attributes:
Exceptional attention to detail and organizational skills.
Energetic and enthusiastic approach to work.
Strong commitment to exceeding client expectations.
Flexibility and willingness to support the team in various capacities.
Proficiency in handling diverse assignments in support of advisory team and collaborating across the firm.
Excellent communication skills for building relationships within the firm and with our clients.
Anticipating the needs of advisors and the team.
Self-motivated with excellent time management, prioritization skills, and ability to take initiative.
High integrity, strong work ethic, and respect for confidentiality.
Poise and maturity, particularly in high-pressure situations.
Desire to be a long-term, integral part of our team.
Vision for the long-term opportunities within the firm and the industry.

Key Responsibilities:

Provide technical support to the advisory team; anticipate needs
Strategic Thinking: Engage in proactive and critical thinking to enhance our operations.
Efficient Task Management: Screen, organize, and manage tasks, focusing the advisor’s attention where it's most needed.
Financial Plan Creation: Complete accurate financial plans in Money Guide Pro; 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
Proactively reach out to clients to formalize their financial plans; respond to client service needs throughout the year
Stay current on trends in the financial planning area
Client Meeting Coordination: Stay updated on client meetings, advisor priorities, and project timelines.
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
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. and anticipate their needs

Qualifications:

Bachelor’s degree is preferred
FPQP , CFP or AAMSSM is a plus
1-2 years in the industry and as a paraplanner is preferred
Excellent verbal and written communication skills
Superior relationship management skills
Strong computer desktop skills are required, in particular Microsoft Office tools (Excel) and Money Guide Pro
Team player eager to share with and learn from the entire team
Able to be present and aware of what is needed; focused on doing the job well
Holding a long-term view, seeing opportunities ahead in the future and excited to take the steps to get there over time
Strong client advocate who does what they say they will do and follow through - Every. Single. Time.

Career Growth:

We believe in nurturing your career aspirations. Choose from various career tracks, such as pursuing the FPQP designation for aspiring planners or advancing into a practice manager role to enhance client experiences. We are committed to investing in your future as much as you are committed to our firm.