Paraplanner

FEE-ONLY RIA, COLLABORATIVE TEAM
Our client is a premier financial planning and wealth management firm operating in Vienna, VA.  The new hire will have the opportunity to thrive with a collaborative team that goes above and beyond for each other and their clients. They are committed to fiduciary care and professional growth, with the goal of creating a world-class experience for every client. This is the perfect opportunity for someone to grow their career in financial planning with a supportive team.
WHAT YOU WILL GET TO DO
Support lead advisors by participating in client meetings to take notes, enter meeting summaries and action items into Redtail. Meeting prep and follow-up. Track prospects in Redtail. Assist with onboarding new clients. Make updates to client profiles and run financial planning scenarios in eMoney. Assist with 401k participant inquiries and requests, such as website assistance, account updates, and distributions/rollover requests.
QUALIFICATIONS 
Bachelor’s degree from an accredited university. Pursuing CFP certification. Excellent written and verbal communication skills. Ability to identify, meet, and follow through with client needs and requirements. Be a self-starter, problem solver, and goal-oriented team player. Working knowledge of Redtail and eMoney are a plus.
THE PERKS 
Starting base salary range of $55k+ based on experience, plus bonus opportunities. Health insurance with 50% of premiums paid by firm. Paid vacation days. 3.5% 401k match after 3 months of employment. One work from home Friday per month. Must be within daily commuting distance – not a virtual role.