Paraplanner

We are seeking an experienced Paraplanner for our growing Registered Investment Advisor client, located near Bethesda, Maryland.

 

Responsible for providing direct support to the CFP’s on staff, working with and guiding its support staff in servicing clients.

 

Must have a basic understanding of financial and tax planning concepts; the ability to conduct investment research, reporting and analysis while collaborating on recommendations for asset allocation per clients’ risk tolerance and be able to create a client financial plan. Working knowledge of Morningstar, Junxure Cloud, TDA VeoOne, Albridge is a plus. Specific experience in the investment advisory field is preferred. 

 

Bachelor’s degree in Financial Planning, Accounting or Finance and related experience is required.

 

Competitive salary and outstanding benefits package. Local candidates, within commute distance. A hybrid work schedule is also an option. Must be authorized to work for any employer in the United States without sponsorship now AND in the future.

 

Please email your resume to nancy@calm-water.com. Candidates are never charged a fee and all resumes are kept in confidence.