Top 67 Paraplanner Job Jobs

Paraplanner - Virginia
Sentinel Asset Management LLC —Falls Church, VA
- $50,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
Paraplanner
Cambridge Investment Research —Remote
- $22 an hour
- Part-time
- Remote
- Research
- Mid-level
- Analysis skills
Paraplanner
Ameriprise Financial - Washington —Bellevue, WA
- $78,000 - $95,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
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
Quick Apply
7d
Paraplanner/Financial Advisor's Assistant
Vertex Wealth Advisors —Scottsdale, AZ
- $26 - $41 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Client Services Associate / Paraplanner
Aspire Wealth Partners —Tucson, AZ
- $50,000 - $70,000 a year
- Full-time
- Background check
- Office
- Microsoft Office
- Profit sharing
- Health savings account
Quick Apply
Senior Paraplanner/ Senior Financial Planner
Team Architects —Mechanicsburg, PA
- $80,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Relocation assistance
Quick Apply
12d
Paraplanner with eMoney Experience (Series 7 & Series 66 Required)
Pathlight Advisors —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
2d
Financial Paraplanner
Ameriprise Financial —West Chester, OH
- $25 - $35 an hour
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Financial Planning Associate/Paraplanner (Financial Administration)
METRO Financial Strategies —Bedford, NH
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Paraplanner & Client Services Team Manager
Golden Reserve LLC —Cleveland, OH
- $100,000 - $125,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Dental insurance
- 401(k)
Quick Apply
Financial Paraplanner
Sentinel Asset Management LLC —Columbia, MD
- $50,000 a year
- Full-time
- Microsoft Excel
- Office
- Microsoft Office
- Dental insurance
- Paid time off
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- Entry level
- Paid training
- Health savings account
14d
Paraplanner
Thompson Financial Group —Baltimore, MD
- $80,000 - $120,000 a year
- Office
- Microsoft Office
- Analysis skills
Quick Apply
Paraplanner
Ameriprise Financial - California —Merced, CA
- $28 - $33 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Client Service Specialist/Financial Paraplanner
Golden Reserve LLC —Akron, OH
- $70,000 - $100,000 a year
- Overtime
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Paraplanner
Kestra Financial —Fairfield, NJ
- Full-time
- Microsoft Word
- Data analysis skills
- Research
- Health insurance
- 401(k)
Quick Apply
Paraplanner/Client Service Advisor
Financially Yours Advisory Services —Orange, CA
- $35 - $42 an hour
- Part-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
14d
Paraplanner
Desert Financial —Phoenix, AZ
- Data analysis skills
- Research
- 3 years
Quick Apply

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Paraplanner - Virginia

Sentinel Asset Management LLC
Falls Church, VA

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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: 6400 Arlington Blvd, Suite 1210, Falls Church, VA (Onsite work required).
Work Hours: 9 AM - 5 PM Monday - Thursday and short days on Fridays, plus availability for 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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Paraplanner - Virginia

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