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Entry Level - Paraplanner at fee only firm near Washington DC

Employer
The Family Firm
Location
Bethesda, Maryland
Salary
$55,000 + Incentive Comp + Profit sharing (after first year)
Closing date
Sep 18, 2021

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
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Job Details

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!

 

Benefits Package:

*Base Salary: $55,000

*Incentive compensation program

*401(k) after first year with 3% employer contribution and option for additional profit
sharing

*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!

 

 

Company

The Family Firm was started in 1984 by Mary Malgoire to provide a service that she could not find for her own parents: objective financial advice.Over 30 years later The Family Firm continues to be an innovative financial advisory firm dedicated to doing what is best for our clients.We build personal relationships with our clients and assist them in making smart decisions about their lives.
Find Us
Telephone
301-656-3999
Location
8120 Woodmont Ave
#630
Bethesda
MD
20814
US
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