Jobs and Careers
TR
Senior Financial Paraplanner
Transcend Practice ManagementUnited States - Remote, United StatesRemotefull_timeVerifiedPosted 15 Aug 2024
💰 $125,000/yr($110,000/yr – $125,000/yr)
About the role
SENIOR PARAPLANNER
Location: Murrieta, CA. Full-time (REMOTE)
Compensation : $110,000 - $125,000
The best and brightest in the financial advisory industry always have choices in the wealth
management arena. Working with us is an investment in your future that will reap rewards
for years to come.
We are a tightly-knit, service-oriented team that works collaboratively to bring our values
to life every day: hard work, humility, optimism, responsiveness, and doing whatever it
takes to make things right. Our office is committed to delivering high-quality, personalized
experiences to our clients so that, no matter whom they work with, clients know they are
receiving our utmost attention. Being their advocate is the highest honor for us. Our firm
believes that everyone is made in God’s image and has been created with particular skills
and purpose. Every person deserves respect, and we are committed to working diligently in
pursuit of stewardship through excellence.
We are excited to welcome a new member to our team! If you have experience as a
Paraplanner and love solving problems, we would love to hear from you! We enjoy sharing
what we have learned over the years while embracing the unique perspectives that new
teammates bring. The attributes we look for in teammates include:
● High engagement
● Self-starter
● Curious, friendly team player who takes initiative to collaborate with teammates
● Commitment to exceeding expectations and taking ownership of the entire process
● Careful listening skills
● High level of integrity and enjoys being challenged
● Detail-oriented and organized, with good follow-through/tenacity and the ability to understand product details
● Desire to learn
● Client-first attitude
● Thrives in a fast-paced environment
● Ability to work autonomously within an area of responsibility and collaboratively to contribute to the overall client experience
● Flexibility and openness to work on varied assignments with people across the firm
● Ability to juggle multiple tasks at once with accuracy and professionalism
● Ability to learn quickly and improve upon established processes
● Strong communication and interpersonal skills, with the ability to quickly connect with others and build relationships within the firm and across our client base
● Desire to be a long-term contributing member of the team
● A long-term view of the opportunities presented by the firm and the industry overall
Get in touch today so we can get to know you! You will work with some of the most
successful business owners, families, and individuals around, providing life-changing
support to clients who look to us as advocates for their hopes and dreams.
Utilizing best-in-class resources and technology, you will collaborate with the firm’s
founder to tackle complex financial, estate, and tax planning situations, delivering an
unparalleled experience to clients.
As a Senior Paraplanner, you can expect to:
● Provide technical support to the firm’s advisors
● Participate in pl
Location: Murrieta, CA. Full-time (REMOTE)
Compensation : $110,000 - $125,000
The best and brightest in the financial advisory industry always have choices in the wealth
management arena. Working with us is an investment in your future that will reap rewards
for years to come.
We are a tightly-knit, service-oriented team that works collaboratively to bring our values
to life every day: hard work, humility, optimism, responsiveness, and doing whatever it
takes to make things right. Our office is committed to delivering high-quality, personalized
experiences to our clients so that, no matter whom they work with, clients know they are
receiving our utmost attention. Being their advocate is the highest honor for us. Our firm
believes that everyone is made in God’s image and has been created with particular skills
and purpose. Every person deserves respect, and we are committed to working diligently in
pursuit of stewardship through excellence.
We are excited to welcome a new member to our team! If you have experience as a
Paraplanner and love solving problems, we would love to hear from you! We enjoy sharing
what we have learned over the years while embracing the unique perspectives that new
teammates bring. The attributes we look for in teammates include:
● High engagement
● Self-starter
● Curious, friendly team player who takes initiative to collaborate with teammates
● Commitment to exceeding expectations and taking ownership of the entire process
● Careful listening skills
● High level of integrity and enjoys being challenged
● Detail-oriented and organized, with good follow-through/tenacity and the ability to understand product details
● Desire to learn
● Client-first attitude
● Thrives in a fast-paced environment
● Ability to work autonomously within an area of responsibility and collaboratively to contribute to the overall client experience
● Flexibility and openness to work on varied assignments with people across the firm
● Ability to juggle multiple tasks at once with accuracy and professionalism
● Ability to learn quickly and improve upon established processes
● Strong communication and interpersonal skills, with the ability to quickly connect with others and build relationships within the firm and across our client base
● Desire to be a long-term contributing member of the team
● A long-term view of the opportunities presented by the firm and the industry overall
Get in touch today so we can get to know you! You will work with some of the most
successful business owners, families, and individuals around, providing life-changing
support to clients who look to us as advocates for their hopes and dreams.
Utilizing best-in-class resources and technology, you will collaborate with the firm’s
founder to tackle complex financial, estate, and tax planning situations, delivering an
unparalleled experience to clients.
As a Senior Paraplanner, you can expect to:
● Provide technical support to the firm’s advisors
● Participate in pl
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