Client Relationship Manager / Senior Paraplanner

Location
Washington D.C.
Salary
Salary plus competitive bonus and benefits
Posted
Aug 03, 2021
Closes
Sep 02, 2021
Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Overview

The Senior Paraplanner is a self-starter, takes initiative, and desires to work in an intimate, fast growing, entrepreneurial RIA firm – 2021 Winner of WBJ’s Best Places to Work. The ideal candidate possesses a passion for financial services and a desire to grow. This person loves getting things done and checking things off the list. They have a high attention to detail and loves supporting an advisor, helping to produce an incredible client experience. They have a spirit of learning and aren’t afraid to ask questions.  The candidate will support the lead advisor in new client relationships from initial onboarding through the planning process, closing and service/retention.  They will communicate and interact with the entire team ensuring everyone is on the same page. The role comes with a comprehensive compensation package that includes a base salary plus a target bonus based on firm and individual performance metrics. 

Duties & Responsibilities

  • Join Advisors on client meetings, facilitating all action items required of the client and our team.
  • Consistently communicate with clients, responding to requests and anticipating needs.
  • Prepare financial planning analysis through the firm’s technology platforms using the client’s data and objectives.
  • Field questions and concerns from clients, delivering advice when appropriate
  • Communicating with appropriate team members to open accounts, apply for insurance and secure engagement agreements.  
  • Utilize Salesforce and SharePoint for administrative services, account maintenance, and the creation of administrative report.
  • Complete special projects as requested.

Qualifications & Skills

  • Highly effective written and oral communication skills
  • Attention to detail and strong organization skills
  • General knowledge of investment & insurance products
  • Knowledge of Schwab (Custodian), Orion Trading Platform, Riskalyze a plus
  • Proficient in Microsoft Office – Excel, Word, Powerpoint, Teams
 

Experience

  • Bachelor’s Degree or equivalent work experience
  • Insurance License, Series 7 & 66 or 65 preferred
  • CFP or equivalent preferred