What are the responsibilities and job description for the Paraplanner position at Transcend Practice Management?
Position: Paraplanner
Location: Pasadena, CA
Status: Full-time, in office
Compensation: $95,000 - $115,000 (based on experience)
We are a rapidly growing, independent wealth management firm based in Pasadena, CA. Our approach to wealth management combines investment consulting, advanced planning, and relationship management. By taking the time to build human connections with our clients and truly understand their goals, we offer a complete and collaborative planning experience for our clients and their families.
We are proud to announce an opportunity for a Paraplanner to join our team. As a Paraplanner, you will serve as the Senior Advisors right hand throughout the planning and service process. This includes preparing and reviewing documents, helping to onboard new clients, ensuring completion and accuracy of client forms, sitting in client meetings, taking careful notes of client conversations, entering data into financial planning software, and building and maintaining financial plans in partnership with the Senior Advisor.
As a Paraplanner, you will partner directly with the Senior Advisor throughout the planning process. This is a unique opportunity to expand your knowledge around advanced planning topics such as investment management, estate planning, risk management, and benefits optimization. We offer competitive salary, health and dental/vision insurance, retirement benefits, and opportunities for advancement based on performance and aptitude.
The attributes that we look for in teammates include:
Location: Pasadena, CA
Status: Full-time, in office
Compensation: $95,000 - $115,000 (based on experience)
We are a rapidly growing, independent wealth management firm based in Pasadena, CA. Our approach to wealth management combines investment consulting, advanced planning, and relationship management. By taking the time to build human connections with our clients and truly understand their goals, we offer a complete and collaborative planning experience for our clients and their families.
We are proud to announce an opportunity for a Paraplanner to join our team. As a Paraplanner, you will serve as the Senior Advisors right hand throughout the planning and service process. This includes preparing and reviewing documents, helping to onboard new clients, ensuring completion and accuracy of client forms, sitting in client meetings, taking careful notes of client conversations, entering data into financial planning software, and building and maintaining financial plans in partnership with the Senior Advisor.
As a Paraplanner, you will partner directly with the Senior Advisor throughout the planning process. This is a unique opportunity to expand your knowledge around advanced planning topics such as investment management, estate planning, risk management, and benefits optimization. We offer competitive salary, health and dental/vision insurance, retirement benefits, and opportunities for advancement based on performance and aptitude.
The attributes that we look for in teammates include:
- A proactive, results-driven and client-centric attitude
- Exceptional listening and communication skills
- A sincere commitment to education and professional growth in the financial planning space
- Humility and quick responsiveness toward client requests
- Natural self-starter with strong sense of time management and task prioritization
- Firm commitment to compliance and operational excellence
- A natural team player who puts the clients success first
- Keen attention to detail
- Flexibility and openness to work on assignments with people across the firm
- Strong communication and interpersonal skills
- Superior writing skills for all forms of internal and client-facing communication
- 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
- Provide concierge-level service to clients at all levels
- Prepare advisors for meetings with clients
- Sit in client meetings, keep careful notes of client conversations, and ensure follow-through on advisor and client requests
- Enter data into financial planning software and ensure accuracy
- Partner with Senior Advisors to create, monitor, and maintain actionable financial plans for clients
- Take detailed notes of all client conversations
- Place trades, rebalance accounts, and perform money movements
- Maintain a strong understanding of client needs and generate performance reports
- Develop client deliverables and reports in a timely, accurate, and informative manner
- Input notes and updates into CRM and planning system
- Delegate tasks back to advisors or third parties as needed
- Stay current on trends in the financial planning space
- Minimum of 3 years of experience in the financial planning industry, with at least 2 years in a Paraplanner, Associate Advisor, or other planning support role
- Client facing experience
- Series 7, Series 66, Series 65, or CFP required (any additional designations preferred)
- CFP or AIF a plus
- Bachelors degree required
- Outstanding attention to detail and communication skills
- Ability to be effective and productive while working independently
- Strong desire to learn and build a career
- Demonstrated job stability
Salary : $95,000 - $115,000
