2 Financial Paraplanner Jobs in Quincy, MA
Transcend Practice Management is Hiring a Financial Paraplanner Near Quincy, MA
Salary = $65,000 to $75,000The 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
- 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.)
- 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
#ZR
Job Summary
Full Time
$86k-102k (estimate)
05/25/2024
08/21/2024
The job skills required for Financial Paraplanner include Microsoft Office, Problem Solving, Analysis, Planning, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Paraplanner positions, which can be used as a reference in future career path planning. As a Financial Paraplanner, it can be promoted into senior positions as an Accounts Payable Clerk II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Paraplanner. You can explore the career advancement for a Financial Paraplanner below and select your interested title to get hiring information.
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