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Financial Planner/Paraplanner

Employer
Williams Asset Management
Location
Columbia, Maryland
Salary
Salary commensurate with experience
Closing date
Nov 25, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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Job Details

Summary of Responsibilities

Financial planners are responsible for constructing financial plans using sophisticated planning software, gathering and inputting client data, building scenarios, providing comprehensive recommendations/observations, and presenting these plans along with investment analyses. They will actively participate during client meetings with the lead advisor, take extensive notes, and regularly correspond with clients before and after meetings.

The financial planner position is a support position and involves working closely with lead advisors. Financial planners do not have business development responsibilities, but they may have firm/management responsibilities such as assisting with internal projects and strategic initiatives, as well as delegating client administrative and operational tasks to other specialized team members.

 

Principal Responsibilities

• Supports the lead advisors with analysis and exceptional client service

• Keeps up to date with financial planning best practices to provide outstanding service to clients, as independently as possible, to create capacity for lead advisors

• Actively prepares for, and participates in, regular client service meetings

• Actively prepares for, and participates in, investment proposals and financial plan presentations

• Creates and presents comprehensive financial plans including reviewing data, explaining assumptions, and interpreting results for clients’ understanding

• In combination with lead advisors, analyzes and designs risk-based asset allocation models for client accounts

• Researches investment managers and insurance products

• Answers planning/investment-related questions for clients

• Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests

• May have management responsibilities including strategic planning for the firm and/or training of colleagues

 

Required Knowledge/Skills/Competencies

  • Bachelor's degree in business/finance/economics; MBA a plus
  • Certified Financial Planner™ professional certification; Chartered Financial Analyst® designation a plus
  • 3+ years of experience in the financial services industry; experience working with NFS processes and forms a plus
  • Exceptional understanding of financial planning concepts and terminology
  • High attention to detail
  • Excellent communication skills
  • Proficient knowledge of investment and insurance products
  • Understanding of estate and tax planning strategies and considerations
  • Aptitude for Microsoft Office Suite
  • Expertise with MoneyGuidePro and Morningstar® Advisor WorkstationSM

 

Salary & Benefits

  • Competitive salary (based on experience)
  • Bonus opportunities
  • 401(k) retirement plan with matching employer contributions
  • Group health insurance plan
  • Group disability & life insurance
  • Paid time off for holidays

Company

About Us

Founded in 1994, Williams Asset Management is a privately owned financial planning, advisory, and investment management firm located in Columbia, Maryland — the heart of Howard County.  We provide comprehensive wealth management, financial planning, and fiduciary investment guidance to individuals, families, non-profits, and businesses throughout Maryland and beyond.

As an independent boutique wealth manager, we believe that exceptional service shouldn’t be the province of a chosen few; that who you are should matter more than how much you have; and that the simple act of listening and caring can be the best antidote to feeling financially overwhelmed and underprepared.

Find Us
Website
Telephone
4107400220
Location
8850 Columbia 100 Parkway
suite 204
Columbia
Maryland
21045
United States
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