Top 13 Financial Assistant/Paraplanner Jobs

Financial Paraplanner
Sentinel Asset Management LLC —Columbia, MD
- $50,000 a year
- Full-time
- Microsoft Excel
- Office
- Microsoft Office
- Dental insurance
- Paid time off
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Paraplanner/Financial Advisor's Assistant
Vertex Wealth Advisors —Scottsdale, AZ
- $26 - $41 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- 401(k)
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Registered Paraplanner
Starboard Financial Group, Ameriprise Financial Services, LLC —Brookfield, WI
- $60,000 - $77,000 a year
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid holidays
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7d
Associate Financial Advisor
Foguth Financial Group —Riverview, MI
- $45,000 - $60,000 a year
- Full-time
- Background check
- Office
- Analysis skills
- Paid training
- Health insurance
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Administrative Assistant
Ameriprise Financial —New York, NY
- From $75,000 a year
- Full-time
- Office
- US work authorization
- Organizational skills
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Administrative Assistant
Hemisphere Financial Group —Travelers Rest, SC
- $17 - $22 an hour
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
5d
Client Service Manager
ClearCourse Wealth Advisors —Columbus, OH
- $80,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Salesforce
- Paid holidays
- 401(k)
Quick Apply
4d
Paraplanner / Service Assistant
Tax Brilliance Advisors —United States
- $44,000 - $53,000 a year
- Full-time
- Remote
- Mid-level
- Organizational skills
- 2 years
Quick Apply
10d

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Paraplanner/Financial Advisor's Assistant
Vertex Wealth Advisors —Scottsdale, AZ
Researching and answering questions for clients, if requested and as allowable, related to the servicing of their accounts. Back Office Advisor Support Duties*.
$26 - $41 an hour
Quick Apply
Registered Paraplanner
Starboard Financial Group, Ameriprise Financial Services, LLC —Brookfield, WI
Plan and prioritize own work schedule. Able to use MS Excel, MS Word, Outlook, Adobe, contact management systems, database software and other software tools as…
$60,000 - $77,000 a year
Quick Apply
7d

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Client Service Manager
ClearCourse Wealth Advisors —Columbus, OH
Conduct client appointment reminder calls and check-in calls on follow up items. Answering and documenting client contacts/calls. Polite and clear phone manner.
$80,000 - $110,000 a year
Quick Apply
4d

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Financial Paraplanner

Sentinel Asset Management LLC
Columbia, MD

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Job Details

Full-time
$50,000 a year

Benefits

Dental insurance
Paid time off
401(k) 4% Match
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Microsoft Excel
Customer relationship building
Microsoft Office
Administrative experience
Managing clients in a customer support role
Office experience

Full Job Description

Compensation: $50,000 annual base + bonus. Annual total compensation is roughly $65,000.
Location: Columbia, Maryland (Onsite work required).
Work Hours: 9 AM - 5 PM Monday - Thursday and short days on Fridays, plus availability for leading evening seminars or meeting with clientele
Job Type: Full-time W-2 position
Benefits:
- 401(k) with 4% match
- Hands-on comprehensive training and development
- Generous vacation time / PTO
- Flexible work-life balance
- Family-oriented environment
- We currently do not offer health, dental, or vision benefits

Retirement Financial Paraplanner Summary:

We are currently seeking a motivated Paraplanner (Financial Planner Assistant) to join our team. In this role, you'll play a critical part in helping our clients achieve their financial goals!

As a Paraplanner, you will work closely with our team of Financial Planners to prepare comprehensive financial plans for our clients. Your responsibilities will include handling administrative tasks, such as managing paperwork, liaising with custodians/financial institutions, providing client support, and ensuring that all processes are efficiently managed.

This role requires flexibility as working hours can vary from standard 8-5 PM schedules, especially during weekdays, with some Fridays as shorter days. If you're looking for a family environment where your contributions are valued, this could be the perfect opportunity for you.

Retirement Financial Paraplanner Responsibilities:

Collaborate closely with the Financial Planner to manage paperwork and document submissions, ensuring the prompt and accurate processing of pending transactions
Preparing and participating in client meetings alongside Financial Planners to provide support
Facilitate the submission of various financial applications, including insurance, annuities, and assets under management, to financial institutions. This involves gathering essential investment information, obtaining all required signatures, ensuring compliance with regulatory standards, and confirming the accuracy of client information.
Manage various service-related tasks, including handling client requests such as beneficiary and address updates
Assist in preparing financial plans and other information for client presentations
Act as the primary point of contact for clients, addressing inquiries and assisting with their needs, with a strong focus on delivering exceptional service
Ensure compliance with all industry regulations and standards when handling financial paperwork and transactions
Efficiently managing and organizing client documents and financial records
Handle incoming calls, schedule appointments and classes, provide calendar management support, and perform other administrative tasks to support the Financial Planner and team
Collaborate closely with the Head Paraplanner and Financial Planners to effectively meet goals

Retirement Financial Paraplanner Requirements:

Active State Life and Health License is a must (or willingness to take and pass the test within 30 days of employment)
3+ years of client service experience in a professional office setting, ideally in a related area such as financial planning, banking, mortgage processing, financial institutions, etc. where accuracy, timeliness, and client confidentiality are of the utmost importance
Familiarity with CRM software (e.g., Redtail) is a plus
Meticulous attention to detail, especially when managing paperwork and financial documents
Excellent written and verbal communication skills to effectively interact with clients and team members
Technical abilities - must be comfortable with computers, Microsoft Suite, Excel, as well as online financial institution platforms
A self-driven planner; Naturally punctual, organized, and structured with your day!
Carries a welcoming and uplifting personality who enjoys working with and helping clients!
Ability to work flexible hours, including 2 - 4 evenings per month for seminars and to accommodate client availability

Why Join Sentinel Asset Management:

Sentinel Asset Management's purpose is to comprehensively guide clients through their financial lives. Our expertise lies in crafting customized portfolios that align with investment goals, tax considerations, income needs, and risk tolerance. Our holistic approach encompasses retirement, wealth, tax, estate planning, legacy strategy, financial analysis, and more. We're dedicated to nurturing, protecting, and growing our clients' wealth, fostering unparalleled personalized service and expertise.

Our clients' success remains our paramount concern. We create the financial stability and security essential for achieving financial independence. Our commitment to long-term performance and stability supersedes short-term gains. We embody our beliefs and values, practicing the virtues necessary to uphold them. We prioritize transparency, attention to detail, and responsiveness to our clients' needs.

Candidates with experience in these roles are great fits for this job:

Financial Assistant, Mortgage Processor, Loan Processor, Client Service Associate, Investment Operations Specialist, Financial Planning Coordinator, Financial Planner Assistant, Client Relationship Specialist, Wealth Management Associate, Financial Services Administrator, and similar roles

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Financial Assistant/Paraplanner jobs

Financial Paraplanner

Paraplanner/Financial Advisor's Assistant

Registered Paraplanner

Associate Financial Advisor

Administrative Assistant

Administrative Assistant

Client Service Manager

Paraplanner / Service Assistant

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