What are the responsibilities and job description for the Paraplanner position at Transcend Practice Management?
Position: Paraplanner
Location: Brookfield, WI – In office
Hours: Monday – Friday, 8:00 am CT – 4:30 pm CT
Compensation: $70,000 – 80,000, based on experience
We are a holistic financial planning practice with the privilege of serving the needs of families and individuals, headquartered in Brookfield and with clients in over 35 states. We’re excited to have an opportunity to welcome a new Paraplanner to our team! If you enjoy analyzing client’s financial information and identifying and solving problems, we would love to hear from you! We are happy to share 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:
As a Paraplanner, you can expect to:
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you!
Location: Brookfield, WI – In office
Hours: Monday – Friday, 8:00 am CT – 4:30 pm CT
Compensation: $70,000 – 80,000, based on experience
We are a holistic financial planning practice with the privilege of serving the needs of families and individuals, headquartered in Brookfield and with clients in over 35 states. We’re excited to have an opportunity to welcome a new Paraplanner to our team! If you enjoy analyzing client’s financial information and identifying and solving problems, we would love to hear from you! We are happy to share 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:
- Passionate about serving clients and their financial lives
- High detail orientation with sensitivity to the balance between quality and quantity of work done
- Excitement about the value of excellence in supporting functions
- Desire to continuously learn and master the details of the financial planning function and process
- Coachability and pride in work well done
- Commitment to caring about others and exceeding their expectations
- Careful listening skills
- Respect for compliance regulations and established procedures
- Ability to improve upon established processes
- 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 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
- Desire to be a long-term contributing member of the team
- A long view of the opportunities presented by the industry overall
As a Paraplanner, you can expect to:
- Provide technical support to three seasoned advisors
- Prepare for meetings with top clients, review client meeting notes, complete follow up tasks, generate reports, and correspond with clients
- Participate and listen carefully in meetings and translate the discussions into a strategy for data collection and analysis to help drive financial planning efforts
- Complete accurate financial plans using the firm’s customized planning tools
- Perform analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, insurance and risk management 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
- Respond to client service needs throughout the year, being particularly attuned to the needs of clients’ next generation family members
- Stay current on trends in the financial planning area
- Recommend new or updated tools and resources to keep the firm on the cutting edge (regarding customer relationship management tools, trading models, etc.)
- Participate in events designed to strengthen bonds with clients
- Minimum of three years of experience in the industry, with one year in a planning role
- Bachelor’s degree in a related discipline required
- Series 7 and 66 within 9 months of hiring
- SIE® (Securities Industry Essentials®) within 3 months of hire
- Life and health insurances licenses within 6 months of hire
- Outstanding detail-orientation and communication skills
- Ability to be effective and productive while working independently
- Strong desire to learn and build a career
- Strong computer desktop skills are required (e.g., MSOffice Suite, RightCapital, Riskalyze, Holistiplan)
- Demonstrated job stability
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you!
Salary : $70,000 - $80,000
