Paraplanner

Transcend Practice Management; Braintree (MA); On-site; USD 65,000 - 75,000; Full time

Job summary

Transcend Practice Management, Inc. in Bradenton, FL is seeking an experienced Paraplanner to join our wealth management team. You will support client meetings, prepare recommendations, and help refine financial plans that align with clients' goals.

The ideal candidate has at least two years in wealth management, including one year as a paraplanner, and demonstrates strong communication with clients and professionals. This in-office role offers growth toward advisor responsibilities.

Qualifications

• Two years of experience in a wealth management firm, with at least one year as a paraplanner.
• Bachelor's degree in Finance, Business, or related field preferred.
• FINRA licenses are a bonus.
• Proficient in financial planning software such as eMoney, Holistplan, or LPL.
• Strong interpersonal and communication skills to explain financial concepts clearly.
• Ability to work autonomously within an area of responsibility, as well as collaboratively with the team.

Responsibilities

• Client Relationship Management: Building trust and maintaining regular communication to understand evolving needs and goals
• Financial Planning & Analysis: Review client tax returns, analyze financial plans for improvements, and assess impact of strategies
• Data Gathering & Documentation: Collect and organize client information for comprehensive planning
• Strategic Recommendations: Develop tailored financial strategies aligned with client goals
• Collaborative Coordination: Work with CPAs, estate attorneys, mortgage brokers, and insurance professionals
• Process Implementation: Monitor progress toward client goals and adjust as needed

Skills

Wealth management

Client relationship

Communication

Attention to detail

Education

Bachelor's degree in Finance/Business

Tools

eMoney

Holistplan

LPL platform

Job description

Paraplanner

Location: Bradenton, FL

Salary: $65,000 to $75,000

Status: Full time, In office

We are seeking an experienced Paraplanner to join our established, successful firm in Bradenton, FL. This is an exciting opportunity to assist with existing client relationships, support meaningful client meetings, and help prepare appropriate recommendations that help clients achieve their financial goals. If you are passionately committed to helping others and thrive in a collaborative environment, this could be the right position for you. We believe that wealth alone does not ensure happiness. We focus on building long-term, value-added relationships that improve the quality of life for everyone involved. To us, earning the privilege of being a trusted advisor means far more than simply being a financial advisor.

Outstanding client service is the cornerstone of our success. We work with families and small business owners to create appropriate investment plans, save on taxes, prepare for retirement, and protect personal and business assets. We set ourselves apart by working closely with each client’s other financial professionals, including CPAs, estate attorneys, mortgage brokers, and insurance brokers, so that everyone works as one cohesive team for the client’s benefit. This role offers a clear growth path toward becoming an advisor, and you can move as quickly as you’re able to grow.

If you are passionately committed to helping others and thrive in a collaborative environment, this could be the right position for you.

Key Responsibilities:

• Client Relationship Management: Building trust and maintaining regular communication to understand evolving needs and goals
• Financial Planning & Analysis: Review client tax returns, analyze financial plans for improvement opportunities, and assess the impact of recommended strategies on client financial outcomes
• Data Gathering & Documentation: Collect and organize client information necessary for comprehensive financial planning, maintaining accurate and up-to-date client records
• Strategic Recommendations: Develop tailored financial strategies aligned with client goals, including investment planning, tax optimization, retirement preparation, and asset protection
• Collaborative Coordination: Work closely with our clients' CPAs, estate attorneys, mortgage brokers, and insurance professionals to ensure integrated, holistic financial planning
• Process Implementation: Monitor progress toward client goals, adjusting as circumstances change

Qualifications:

• Two years experience in a wealth management firm, one year as a paraplanner
• Bachelor's degree in Finance, Business, or related field preferred
• FINRA licenses are a bonus
• Demonstrated experience with financial planning software required; knowledge of eMoney, Holistplan, LPL platform are preferred
• Strong understanding of the financial planning process, including tax planning, retirement planning, estate planning, insurance planning and investment strategies
• Exceptional interpersonal and communication skills with the ability to explain complex financial concepts clearly
• Demonstrated ability to build and maintain strong, trust-based client relationships
• Careful listening skills
• Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Strong attention to detail and follow-up skills

As a Paraplanner, you'll work alongside caring professionals, helping individuals and families pursue their dreams with clarity and confidence. Your work will directly impact clients' lives while you grow personally and professionally.

We welcome a diverse pool of applicants from various backgrounds

We look forward to meeting you!