Paraplanner

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

Paraplanner

Location: Newtown, PA

Salary: $90,000 to $105,000 (based on experience)

Status: Full time, Hybrid

As a financial firm founded on the golden rule, we are committed to caring for our clients the way we would want to be cared for ourselves. We take pride in getting to know each client as a person, not a portfolio balance, and we tailor their investments to who they are and what they want to achieve. Our big picture approach to comprehensive planning brings clients the most value, and our unbiased perspective helps us spot the parts of a plan that need a closer look.

We simplify financial planning through education and communication, so clients feel confident in their decisions and have more time for what matters most to them. Our team is friendly, down-to-earth, and good at listening. Our mission is to educate, counsel, and guide clients through life’s financial challenges, efficiently and with full transparency.

Who we are looking for

We are excited to have an opportunity to welcome a Paraplanner to our team! We are looking for a Paraplanner with relevant industry experience and a dedicated client focus. This individual will support our advisors by creating and updating financial plans, pulling reports, preparing for meetings and client intake, and following up with clients. Success at six months means fully carrying out the role and taking pressure off our advisors, ensuring efficiency and staying proactive behind the scenes.

Who you are

The attributes that we look for in a Paraplanner include:

• Self-starter who shows initiative and is comfortable speaking up
• An independent thinker who knows their role within a team
• Accommodating to clients and teammates
• Sharp time management skills and dependable follow through
• Reads the room, retains training, and asks questions to stay efficient
• Decisive, moving forward without overanalyzing
• Smart and emotionally intelligent, putting clients first
• Meticulous attention to detail and a diligent work ethic
• Positive attitude, team player, humble, not ego driven
• Excellent organizational and problem-solving skills
• Exceptional verbal and written communication skills, along with being strategic
• Desire to be a long-term contributing member of the team
• Trustworthiness, energy and enthusiasm

What you can expect to do:

• Create and update financial plans, including initial input and revisions
• Pull client reports and weekly reports, and update client profiles
• Prepare meeting materials and client intake, including getting client data feeds before each meeting
• Work with the team’s tools: RightCapital, Holistiplan, Nitrogen and Redtail
• Contribute to the overall client experience, escalating account or investment problems to the senior advisor as needed

What you bring to the table:

• Bachelor’s Degree
• Professional Licenses: Series 7, 63 and 65 (or 66) preferred, but not required.
• Insurance licenses are nice to have. There is no set time limit to obtain them, possibly up to three years.
• 3-5 years of industry experience required, as a paraplanner or a similar role
• Tax planning background is helpful, including working knowledge of personal income taxes, Roth conversions, and withdrawal strategies
• Working knowledge of the technology used in paraplanning