Client Relationship Manager / Senior Paraplanner

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


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


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