Paraplanner

One of the top wealth management firms in the DMV is looking to add a Paraplanner to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.

We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.

Key Responsibilities:

• Assist financial advisors in preparing comprehensive financial plans and investment recommendations.
• Conduct in-depth research on investment products, tax strategies, estate planning, and other wealth management topics.
• Analyze client portfolios and financial data to generate reports and insights.
• Prepare client meeting materials, including presentations and performance reviews.
• Ensure compliance with industry regulations and firm policies in all client-related documentation.
• Maintain accurate and up-to-date client records within financial planning software and CRM systems.
• Support the development and implementation of financial strategies tailored to individual client needs.
• Collaborate with internal teams to enhance operational efficiency and client service delivery.

Qualifications & Skills:

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 2 years of experience in a financial planning, paraplanning, or wealth management role.
• Series 7 & 66
• Strong knowledge of financial planning principles, investment products, and retirement strategies.
• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
• Excellent analytical skills with strong attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and prioritize workload effectively.
• CFP® certification or progress toward CFP® designation is preferred but not required.