A growing Private Wealth Management firm based in Reston, VA is seeking a Paraplanner to join their team. This is a fantastic opportunity with mentorship, training, and compensation.

• Candidates must have their FINRA Series 7
• If candidate has prior Paraplanner experience, they must be in the process of getting the Series 7

This is a full-time role with five days in office for the first six months then transition to three days in office in their Reston, VA office. Compensation is in the range of $70,000 - $100,000based on experience.

Title: Paraplanner
Compensation:  $70,000 - $100,000, based on experience
Location: Tysons, VA
Days in Office: Five days in office for the first six months then transition to three days in office

The paraplanner plays a critical role in the firm, assisting in the streamlined operations and helping ensure that our clients have a positive experience. This position will directly support the Financial Advisors in servicing the firm’s High Net Worth and multinational clients.
 

• Candidates must have their FINRA Series 7
• If candidate has prior Paraplanner experience, they must be in the process of getting the Series 7

Qualification:

• Bachelor’s Degree in a related field, and work experience in a financial planning firm
• FINRA Series 7, 66 and VA Life and Health Insurance licenses preferred
• Prior experience with financial planning software desired (Naviplan preferred)
• Positive attitude and an extraordinary client service orientation
• Experience in working with retired and pre-retired populations a plus
• Excellent organizational and time management skills
• Strong proof reading and report writing skills a must
• Ability to prioritize workflow and tasks
• Comfortable working in a fast paced, team-oriented environment

Duties:

• Assist in pre-meeting preparation of forms and reports for client meetings
• Prepare paperwork for new clients and account transfers
• Process beneficiary and account ownership changes
• Communicate with the Broker/Dealer regarding client issues
• Develop and maintain written systems to track projects and activities
• Prepare Insurance product illustrations
• Participate in client meetings and record notes
• Execute and track post meeting follow-up
• Assist in client related investment and financial planning research
• Create investment reports using Morningstar software and other firm provided software
• Maintain SPS Advantage model portfolios used in investment management process
• Create post meeting summary letters and financial planning deliverables
• Prepare financial analysis using the firm’s Financial Planning Software (Naviplan) and other financial calculators
• Screen incoming calls and correspondence as needed
• Prepare outgoing mail and correspondence as directed, including email and faxes
• Help organize and maintain client files

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