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Financial Paraplanner

  • Category: Finance / Accounting
  • Location: Reston, Virginia
  • Work Arrangement: Hybrid
  • Type: Full-time/Flex

Private Wealth Management firm in Reston, VA seeks full-time, flex Paraplanner to support financial advisors.
 

Hours/Schedule:  Full-time

 

Job Type: Direct Hire

 

Location Requirements: On-site in Reston office for first 6 months, then Hybrid, 3 days on site, 2 days virtual

Rate: Salary TBD based on experience and licenses

 
Job Description: 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 directly supports the Financial Advisors in servicing the firm’s High Net Worth and multinational clients.

 
Responsibilities:  

  • 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
  • Participate in investment committee review meetings and maintain 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

Qualifications:  

  • Positive attitude and an extraordinary client service orientation
  • Experience in working with retired and pre-retired populations a plus
  • Detail oriented
  • Excellent organizational and time management skills
  • Strong proof reading and report writing skills a must
  • Ability to prioritize workflow and tasks
  • Prior experience with financial planning software desired (Naviplan preferred)
  • A 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 a plus
  • Comfortable working in a fast paced, team-oriented environment

 

FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business need.  

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