Paraplanner to Financial Planner - Path to Senior Advisor

Elite Income Advisors inc.; Ellicott City (MD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and benefits

Professional development support

Collaborative work environment

Performance bonus opportunities

Job summary

A financial planning firm in Ellicott City is seeking a Paraplanner to support investment and insurance advice delivery. The role involves preparing personalized financial plans, conducting product research, and ensuring regulatory compliance. Ideal candidates should possess strong analytical skills and a Bachelor's degree in a relevant field. A competitive salary and a supportive work environment are offered to help you thrive in your career.

Qualifications

• Minimum of 2 years of experience in a paraplanning or financial planning support role.
• Strong understanding of investment and insurance products, financial planning principles, and compliance requirements.
• Ability to obtain your CFP® designation within the first 3 years of your employment.

Responsibilities

• Collaborate with financial advisors to prepare personalized financial plans for clients.
• Conduct research on investment products and financial strategies.
• Create client reports and financial projections using planning software.

Skills

Organizational skills

Analytical skills

Attention to detail

Communication skills

Education

Bachelor’s degree in finance, economics, accounting, or related field

Tools

eMoney

Riskalyze

Morningstar

CRM systems

Job description

A financial planning firm in Ellicott City is seeking a Paraplanner to support investment and insurance advice delivery. The role involves preparing personalized financial plans, conducting product research, and ensuring regulatory compliance. Ideal candidates should possess strong analytical skills and a Bachelor's degree in a relevant field. A competitive salary and a supportive work environment are offered to help you thrive in your career.