Summary Description & Primary Role. The Paraplanner is a client service and support oriented role within the firm. Accountabilities include the timely processing of non-trading-related service surrounding our new and prospective clients’ investment accounts. following through and ensuring service items are completed. providing prompt and courteous support to existing clients and prospective clients. Additionally, this position will often handle m...
Duties. Assist financial advisors and wealth managers in providing comprehensive financial planning services to clients. Prepare financial reports, including investment performance reports and portfolio analysis. Conduct research on investment opportunities and provide recommendations to advisors. Assist with the development and implementation of investment strategies. Manage client accounts, including processing transactions and monitoring accou...
Job Summary. The Paraplanner position will work alongside our Lead Advisor’s to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. Duties. Enter client information into various systems. Prepare and update financial plans and presentation material for client meetings. Sit...
Position Overview. . Ascend Financial Group is a team of financial planners providing a first-class experience to high-net-worth individuals, business owners, families, and individuals. We are looking to expand our team through professional, bright, detail-oriented, self-motivated, and passionate individuals in a Paraplanner role. Paraplanners are responsible for supporting our team as we address key areas of financial planning for our clients: r...
The Paraplanner role is responsible for directly supporting Investment Advisors in our effort to provide exceptional financial planning, investment management, and client service to our existing clients. The Paraplanner must meet both advisor and clients service expectations, while developing collaborative relationships with both Advisors and Clients of the firm. Responsibilities & Activities. Work directly with Advisors prior to client meetings ...
Join Our Team. We are seeking a dynamic and proactive Financial Paraplanner to join our growing team. As a vital component of our financial planning and investment advisory services, this role involves working closely with a financial advisor to provide comprehensive support in a financial planning firm. If you are passionate about helping clients achieve their financial goals and possess a keen analytical mind, this is the perfect opportunity fo...
About us. Our team at Aspire Capital is devoted to our clients. We provide experienced professionals to guide you whether you need business planning, individual and family planning, or education. Finding the right solution for our client's personal or business needs requires us to pay special attention to the circumstances of their unique situation. This is why our Financial Services Representatives take a needs-based approach. Whether our client...
PARAPLANNER. Location: Frederick, MD (In-office). Compensation: $60,000 – $75,000 per year. 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 premiu...
Job Summary. We are seeking a highly skilled and motivated individual to join our team as a Financial ParaPlanner. In this role, you will be responsible for providing comprehensive financial services and guidance to clients. The ideal candidate will have a strong background in cash management, investment management, and financial planning. This is an excellent opportunity for someone with a passion for finance and a desire to make a positive impa...
Financial Planning Associate – Paraplanner. We are seeking a dedicated and detail oriented Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisor by conducting research, preparing financial plans, and assisting with client meetings. Your role will be instrumental in ensuring the smooth operation of our financial planning process while helping keep promises made to clients which includes tr...
