Paraplanner Job at Transcend Practice Management, Burlington, WA

anVCNVA0enhWY1NEemphTENEZVpXV0h1Tmc9PQ==
  • Transcend Practice Management
  • Burlington, WA

Job Description

FINANCIAL PARAPLANNER
Location = Burlington, WA (in office)
Salary = $65,000 to $75,000

The 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.

Our firm collaboratively to bring our values to the table 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 Skegit 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 required
  • Experience in the financial services industry required
  • Strong computer skills required: Microsoft Office and ability to learn financial planning software (MoneyGuidePro and Morningstar )
  • At least one FINRA license or certification is preferred: SIE, Series 7, Series 66, Life and Health, FPQP, or CFP
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.  Join us as a Paraplanner and work with some of the most successful business owners, families, and individuals around. Make a life-changing impact on clients who trust us with their dreams and aspirations. We can't wait to meet you!

We welcome a 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 for both us and you. We look forward to meeting you!

#ZR


 

Job Tags

Full time, Flexible hours,

Similar Jobs

Marriott International

Hozpitality - Spa Attendant Job at Marriott International

 ...Job Number 24103993 Job Category Spa Location The Ritz-Carlton Reynolds Lake Oconee, One Lake Oconee Trail, Greensboro, Georgia, United States VIEW ON MAP Schedule Full-Time Located Remotely? N Relocation? N Position Type Non-Management POSITION... 

Louisiana State University Agricultural Center

Electronic technician Job at Louisiana State University Agricultural Center

 ...access and complete the application through My Draft Applications located on your Candidate Home page. Job Posting Title: Electronic Technician Advanced Position Type: Classified Department: LSUAM FA - FPO - FS - FSys - HVAC Management (Aaron Reed Cherry (00000249))... 

Veritas Global Consulting Group, LLC

Private Equity Associate (V410804_TX) Job at Veritas Global Consulting Group, LLC

JOB CODE: (V410804_TX) Private Equity Associate LOCATION: Dallas (TX) We are assisting a client in their search for an experienced Private Equity Associate to join their team. The client is a lower middle market private equity firm and advisor to independent sponsors... 

Apex Systems

Cyber security analyst Job at Apex Systems

 ...Name: Senior Cybersecurity Risk Analyst Employee Type: Full Time...  ...will develop and implement cyber risk assessment techniques to identify and pre-empt security risks. This role involves demonstrating...  ..., competency, and skill level. Actual position title and pay... 

Debt Resolution Help Center

Inbound Call Center Agent Job at Debt Resolution Help Center

 ...our team as a financial advisor. : Avg check here is $500 to $2500 a week : Everyone here has a comma in their check : Inbound calls / No Cold Calling : Paid Training : Sign on bonus : Nice work environment : Weekly Pay / Base / Uncapped Commissions...