Financial Paraplanner - Transcend Practice Management
Irvine, CA 92623
About the Job
Financial Paraplanner
Location = Irvine, CA (in office)
Compensation = $120,000 to $140,000 per year
The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit, service-oriented 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. We are committed to delivering high-quality, high-touch experiences to our clients so that they always feel they are receiving our utmost attention. Being their advocate is the highest honor for us. Every person deserves respect, and we are committed to working diligently in pursuit of excellence.
We are excited to have an opportunity to welcome a new member to our team. If you have experience as a Paraplanner and 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 engagement
• Self-starter
• Curious, friendly team player who can work collaboratively with teammates
• Commitment to exceeding expectations and taking ownership of the entire process
• Active listening skills
• Honest and exceptionally hard-working
• High level of integrity and enjoys being challenged
• Detail oriented
• Organized, excellent follow through, and ability to understand product details
• Desire to learn
• Client first attitude
• Sense of humor
• Accountability
• Abide by CFP® Code of Ethics
• Enjoys a fast paced, deadline driven, challenging environment
• Complex problem solver
• Must have a “can do” attitude
• 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 work within 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 the firm and the industry overall
Get in touch today so that we can get to know you! You will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as
advocates for their hopes and dreams. Utilizing best-in-class resources and technology, you will roll up your
sleeves and work in collaboration with the firm to tackle complex financial, estate, and tax planning situations and deliver an experience to clients that is second to none.
Interested in more details? As a Paraplanner, you can expect to:
o Provide technical support to the firm’s advisors.
o Participate and listen carefully in planning meetings and translate the discussions into action items designed to drive financial planning efforts.
o Gather and organize supporting documentation and assist advisors
with preparation for client meetings.
o Prepare for client meetings, preparing agendas and supporting documentation for review by advisor; follow up with action items arising from client meetings, and correspond with clients, advisors and strategic partners as needed.
o Follow through on post-meeting activities including updating client data, synthesizing notes, and documenting communications and tasks in CRM.
o Produce and update financial performance reports using various software applications (eMoney, Excel, PowerPoint, etc.), keeping meticulous records of interactions and plan progress using the CRM, etc.
o Assist with retirement planning integration and service.
o Sending, receiving, and processing client documents and communications with clients, advisors, and vendors.
o Own the implementation of client planning strategies.
o Continuously stay in relationship with colleagues and clients, understanding their unique circumstances, connections, talents, interests, etc.
o Stay current on trends in the financial planning area.
o Recommend new or updated tools and resources to keep the firm on the cutting edge (e.g., financial planning resources, etc.).
Qualifications for this role include:
o CFP® designation required
o Bachelor’s degree in a related discipline required
o Life and Variable Insurance license
o Series 7 preferred
o 3-5 years as a Paraplanner; 5-7 years in the wealth planning industry
o Tax return, trading and insurance experience; broad product knowledge and familiarity with estate planning.
o Excellent communication and relationship management skills.
o Strong computer desktop skills are required: Microsoft Office Suite (Word, Excel, PowerPoint).
o Knowledge of CRM Systems and Emoney competency preferred
o Organized, excellent follow through.
o Orientation towards people and enjoy working in a team environment.
o Superior verbal and written communication skills.
o Demonstrated job stability and career progression.
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. We look forward to meeting you!
#ZR
Location = Irvine, CA (in office)
Compensation = $120,000 to $140,000 per year
The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit, service-oriented 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. We are committed to delivering high-quality, high-touch experiences to our clients so that they always feel they are receiving our utmost attention. Being their advocate is the highest honor for us. Every person deserves respect, and we are committed to working diligently in pursuit of excellence.
We are excited to have an opportunity to welcome a new member to our team. If you have experience as a Paraplanner and 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 engagement
• Self-starter
• Curious, friendly team player who can work collaboratively with teammates
• Commitment to exceeding expectations and taking ownership of the entire process
• Active listening skills
• Honest and exceptionally hard-working
• High level of integrity and enjoys being challenged
• Detail oriented
• Organized, excellent follow through, and ability to understand product details
• Desire to learn
• Client first attitude
• Sense of humor
• Accountability
• Abide by CFP® Code of Ethics
• Enjoys a fast paced, deadline driven, challenging environment
• Complex problem solver
• Must have a “can do” attitude
• 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 work within 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 the firm and the industry overall
Get in touch today so that we can get to know you! You will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as
advocates for their hopes and dreams. Utilizing best-in-class resources and technology, you will roll up your
sleeves and work in collaboration with the firm to tackle complex financial, estate, and tax planning situations and deliver an experience to clients that is second to none.
Interested in more details? As a Paraplanner, you can expect to:
o Provide technical support to the firm’s advisors.
o Participate and listen carefully in planning meetings and translate the discussions into action items designed to drive financial planning efforts.
o Gather and organize supporting documentation and assist advisors
with preparation for client meetings.
o Prepare for client meetings, preparing agendas and supporting documentation for review by advisor; follow up with action items arising from client meetings, and correspond with clients, advisors and strategic partners as needed.
o Follow through on post-meeting activities including updating client data, synthesizing notes, and documenting communications and tasks in CRM.
o Produce and update financial performance reports using various software applications (eMoney, Excel, PowerPoint, etc.), keeping meticulous records of interactions and plan progress using the CRM, etc.
o Assist with retirement planning integration and service.
o Sending, receiving, and processing client documents and communications with clients, advisors, and vendors.
o Own the implementation of client planning strategies.
o Continuously stay in relationship with colleagues and clients, understanding their unique circumstances, connections, talents, interests, etc.
o Stay current on trends in the financial planning area.
o Recommend new or updated tools and resources to keep the firm on the cutting edge (e.g., financial planning resources, etc.).
Qualifications for this role include:
o CFP® designation required
o Bachelor’s degree in a related discipline required
o Life and Variable Insurance license
o Series 7 preferred
o 3-5 years as a Paraplanner; 5-7 years in the wealth planning industry
o Tax return, trading and insurance experience; broad product knowledge and familiarity with estate planning.
o Excellent communication and relationship management skills.
o Strong computer desktop skills are required: Microsoft Office Suite (Word, Excel, PowerPoint).
o Knowledge of CRM Systems and Emoney competency preferred
o Organized, excellent follow through.
o Orientation towards people and enjoy working in a team environment.
o Superior verbal and written communication skills.
o Demonstrated job stability and career progression.
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. We look forward to meeting you!
#ZR
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Source : Transcend Practice Management
