What are the responsibilities and job description for the Associate Advisor position at Transcend Practice Management?
Position : Paraplanner
Location : Bloomington, IN
Status : Full-time, in office
Compensation : $70,000 - $90,000
We are an independent wealth advisory firm based in Bloomington, IN. For more than two decades we have been providing financial guidance to families in Indiana, Florida and across the United States. Our mission is to work closely with our clients to provide oversight for the multi-dimensional aspects of each individual’s financial affairs. We take the time to truly understand every client and build a comprehensive roadmap around their unique goals.
We’re excited to have an opportunity to welcome a new Paraplanner to our team! If you have experience as a Paraplanner and love solving problems, we would love to hear from you! Our firm is a close and tight-knit team that works collaboratively to bring our values to the table each day : hard work, humility, and optimism. 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!
The attributes that we look for in teammates include :
- Passionate about serving clients and their financial lives
- Genuine interest in clients’ goals and success
- Client first attitude
- Excitement about the value of excellence in supporting functions
- Desire to continuously learn and master the details of the financial planning function and process
- Commitment to caring about others and exceeding their expectations
- Careful listening skills
- Respect for compliance regulations and established procedures
- Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
- Strong self-starter
- Flexibility and openness to work on assignments with people across the firm
- Strong communication and interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
- Superior writing skills for client communication and marketing
- Desire to be a long-term contributing member of the team
- A long view of the opportunities presented by the firm and the industry overall
As a Paraplanner , you can expect to :
Qualifications for this role include :
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!
Salary : $70,000 - $90,000
