The Family Firm (TFF) is looking for paraplanners who are interested in learning fee-only financial planning from the ground up. We are proud fiduciaries and always put our clients' interests first.
We are looking for colleagues who have a passion for financial planning and
truly helping families improve their lives. We have a number of CERTIFIED FINANCIAL PLANNER™ professionals on staff. We believe in the professional development of our staff and have designed a formalized career path for the successful candidate to follow.
To be successful at TFF, our team members must be highly motivated, detail oriented, reliable, have a passion for financial planning and client service, be dedicated to growth and open to change, be able to prioritize multiple projects, enjoy working and communicating as a member of a team.
Paraplanner responsibilities include:
*Gathering, organizing, and entering client materials into multiple software programs
*Attend client meetings and take notes
*Assisting with needed paperwork/forms/etc.
*Researching ad hoc topics
*Batch processing client wide activities – RMDs, tax letter, etc.
*Contributing as a team player –be proactive and take initiative
Candidates with the following attributes will be considered:
* Completion of the CFP® course work
* A bachelor's degree
* Excellent written and verbal skills
* Ability to learn new software easily - experience with Naviplan is a plus!
* An open mind to learning and ability to share from your own unique view point
* A spirit of client service
* Passing the CFP® exam already is a plus, but not required
Career changers are welcome!
*Base Salary: $55,000
*Incentive compensation program
*401(k) after first year with 3% employer contribution and option for additional profit
*Annual allowance for continuing education including financial support and time off for the CFP® exam
*Generous health insurance package
*Friendly work environment
*Flexible schedule options available
*Currently working remotely, but will require some time in the office in Bethesda in the future. Still figuring out what that will look like!