Hybrid Paraplanner: Elevate Financial Planning & Clients

Transcend Practice Management, Inc.; Newtown (PA); Hybrid; USD 90,000 - 105,000; Full time

Job summary

Transcend Practice Management, Inc. seeks a Paraplanner in Newtown, PA to assist advisors with planning, reporting, and client intake. This hybrid role emphasizes proactive service and efficient workflow.

Ideal candidates have 3–5 years paraplanning experience, a Bachelor’s degree, and licenses (Series 7/63/65 or 66) preferred. You’ll use RightCapital, Holistiplan, Nitrogen, and Redtail to support client plans.

Qualifications

• Bachelor’s degree required.
• 3–5 years paraplanning or similar role experience.
• Licenses: Series 7/63/65 (or 66) preferred.
• Insurance licenses are helpful.
• Working knowledge of paraplanning tech.

Responsibilities

• Create and update financial plans for clients.
• Pull client and weekly reports and update profiles.
• Prepare meeting materials and client intake data feeds.
• Utilize the team’s tools to produce accurate plans.
• Enhance the client experience and escalate issues as needed.

Skills

Self-starter

Team player

Attention to detail

Time management

Strong communication

Education

Bachelor's Degree

Tools

RightCapital

Holistiplan

Nitrogen

Redtail

Job description

Transcend Practice Management, Inc. seeks a Paraplanner in Newtown, PA to assist advisors with planning, reporting, and client intake. This hybrid role emphasizes proactive service and efficient workflow.

Ideal candidates have 3–5 years paraplanning experience, a Bachelor’s degree, and licenses (Series 7/63/65 or 66) preferred. You’ll use RightCapital, Holistiplan, Nitrogen, and Redtail to support client plans.