Top 2 Paraplanner Jobs in Annapolis, Md

Financial Sales Assistant / Paraplanner
Scarborough Capital Management —Annapolis, MD
- From $50,000 a year
- Urgently hiring
- Microsoft Outlook
- Writing skills
- Research
- Health savings account
- Health insurance
Quick Apply
Paraplanner
Thompson Financial Group —Baltimore, MD
- $80,000 - $120,000 a year
- Office
- Microsoft Office
- Analysis skills
Quick Apply

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Financial Sales Assistant / Paraplanner
Scarborough Capital Management —Annapolis, MD
Schedule and potentially participate in client meetings, phone calls and handle follow-ups. Coordinate client communications via tools such as Constant Contact…
From $50,000 a year
Quick Apply
Paraplanner
Thompson Financial Group —Baltimore, MD
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and advice given.
$80,000 - $120,000 a year
Quick Apply

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Financial Sales Assistant / Paraplanner

Scarborough Capital Management
Annapolis, MD

Quick Apply

Job Details

Full-time
From $50,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Outlook
Bachelor's degree in business
Bachelor's degree

Full Job Description

Job Summary

Scarborough Capital Management is an independent wealth management firm located in Annapolis, Maryland that provides active investment management and financial advisory services for approximately 4,000 clients around the country. We have an immediate opening for a career oriented Financial Sales Assistant. This position will provide support for an established and growing financial advisor.

Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.

Working hours are 8:30am to 5:00pm, Monday through Friday.

We provide a team environment with great pay and benefits.

Duties and Responsibilities

The Financial Sales Assistant can expect to focus in the following areas:

· Perform general administrative and support functions for senior financial advisor.

· Work with senior financial advisor to prepare comprehensive and modular financial plans.

· Schedule and potentially participate in client meetings, phone calls and handle follow-ups.

· Work closely with the advisor to provide options, responses and information regarding the investment and financial planning of the clients.

· Prepare performance reports and appraisals.

· Organize, coordinate and maintain client paperwork.

· Handle routine matters for client accounts.

· Research and resolve client service problems or errors as needed.

· Maintain CRM systems

· Use database information for mailings and reports

· Coordinate client communications via tools such as Constant Contact and GoToMeeting

· Letter writing, mail merge, automating tasks using CRM

· Assist in event planning, marketing and development of seminar materials

· Perform miscellaneous tasks as assigned

Qualifications

The Paraplanner/Advisor Assistant position typically requires the following qualifications:

· Experience in investment management and/or financial advisory services strongly preferred.

· Bachelor’s Degree in business related major.

· Proficiency in Word, Excel and Outlook

· Detail-oriented, accurate, organized, able to set priorities

· Strong communication skills

· Self-starter, takes initiative

· Team player

· Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards.

· Salary will be based on experience and ideal candidate will grow into additional responsibilities and compensation.

· Benefits include dental, vision, health care, life insurance, 401(k), and 401(k) matching.

· Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities

· Accepting this position you’ll be sponsored for the following licenses.

o SIE, Series 7, Series 66, Life & Health licenses, and possibly CFP.

Scarborough Capital Management is an Equal Opportunity Employer

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

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Financial Sales Assistant / Paraplanner

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