Posted in Management 22 days ago.
Type: Full Time
Job DescriptionCarradice Wealth Advisors, a large, fast growing independent wealth management firm serving individuals, families, and their businesses for over 30 years, is currently seeking an experienced a Senior Financial Paraplanner to join our growing team in Woodbridge/Falls Church, Virginia.We are seeking a talented individual who will step into an instrumental role by providing client relationship support through managing, gathering, and analyzing client data, helping prepare financial plans and other client deliverables, including retirement funding, education funding and insurance planning. Paraplanner will shadow advisors' meetings and take all action items from the meeting, complete those able to, distribute the remaining tasks to the team and follow-up through completion.ResponsibilitiesKey ResponsibilitiesReview and update client information as needed for client review meetings. Attend and participate in client meetings and document the session with detailed notetakingPrepare financial plans, portfolio administration and coordination of client service needs with team membersFinancial fact gathering and preparation of various materials for financial reviewsExecute meeting follow upRespond to client inquiriesWork in conjunction with internal and external professionals - accountants, attorneysKey traits of a successful Paraplanner at CWAPositive attitude and sincere willingness to constantly learn and growDirect attention to detail and organizationEffective communication with clients and other advisors/staffExcellent communication skillsEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskRequired QualificationsEducation Requirements and Other Designations:College degree or higher3+ years of similar experienceHolds Series 7 and Series 66 securities licensesHolds Life and Health insurance licenseExperience with Money Guide Pro and Naviplan is helpfulWhat CWA has to offer you:Competitive Compensation and BenefitsProfessional Development AssistancePaid Time Off401(k)About Our CompanyWith the right company, life can be brilliant. At Ameriprise, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.PDN-91b82041-00cd-4937-981c-3f895fa7df2a