Top 1 Paraplanner Jobs in Md City Md

Paraplanner
Thompson Financial Group —Baltimore, MD
- $80,000 - $120,000 a year
- Office
- Microsoft Office
- Analysis skills
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Assistant Vice President Sales
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Prospect for new clients primarily by telephone sales calls to Fortune 1000 companies, banks and insurers within assigned geographic territory.
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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Paraplanner

Thompson Financial Group -
Baltimore, MD

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Job Details

$80,000 - $120,000 a year

Qualifications

Customer communication

Full Job Description

One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development. We are looking for someone who is coachable and enjoys collaborating with others.

What We Offer:

Compensation includes a salary determined by experience and relevant professional designations, as well as opportunities for bonuses
Team-based, collaborative environment
No sales or production requirements
Opportunity for professional growth and mentorship

Compensation:

$80,000 - $120,000 yearly

Responsibilities:

Assist advisors in preparing and updating comprehensive financial plans to reflect the client's unique goals and financial expectations
Analyze client financial data and provide actionable insights
Support ongoing client plan reviews and adjustments
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and advice given

Qualifications:

Program proficiency, including MS Office, CRM systems, and financial planning software, preferred
Strong analytical and organizational skills
Passion for comprehensive planning and client outcomes
CFP® designation (preferred but not required)
Willing to obtain securities licenses in the first year

About Company

Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve clients.

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