Paraplanner Paraplanner …

Ameriprise Financial, Inc.
in Reston, VA, United States
Permanent, Full time
Be the first to apply
Competitive
Ameriprise Financial, Inc.
in Reston, VA, United States
Permanent, Full time
Be the first to apply
Competitive
Paraplanner
Job Description

RBH Global Wealth Partners is a dynamic and growing Private Wealth Management Firm with offices in Reston Virginia, Washington DC, and Bethesda Maryland. We have been named by Forbes to their Best in State and Top Women Advisors ranking. The paraplanner plays a critical role in the firm, assisting in the streamlined operations and helping ensure that our clients have a positive experience. This position directly supports the Financial Advisors in servicing the firm's High Net Worth and multinational clients. This position location will be flexible between Bethesda MD and Reston VA.

Responsibilities

  • Assist in pre-meeting preparation of forms and reports for client meetings
  • Prepare paperwork for new clients and account transfers
  • Process beneficiary and account ownership changes
  • Communicate with the Broker/Dealer regarding client issues
  • Develop and maintain written systems to track projects and activities
  • Prepare Insurance product illustrations
  • Participate in client meetings and record notes
  • Execute and track post meeting follow-up
  • Assist in client related investment and financial planning research
  • Create investment reports using Morningstar software and other firm provided software
  • Participate in investment committee review meetings and maintain model portfolios used in investment management process
  • Create post meeting summary letters and financial planning deliverables
  • Prepare financial analysis using the firm's Financial Planning Software (Naviplan) and other financial calculators
  • Screen incoming calls and correspondence as needed
  • Prepare outgoing mail and correspondence as directed, including email and faxes
  • Help organize and maintain client files


Required Qualifications

Knowledge, Skills & Abilities:
  • Positive attitude and an extraordinary client service orientation
  • Experience in working with retired and pre-retired populations a plus
  • Detail oriented
  • Excellent organizational and time management skills
  • Strong proof reading and report writing skills a must
  • Ability to prioritize workflow and tasks
  • Prior experience with financial planning software desired (Naviplan preferred)
  • A Bachelor's Degree in a related field, and a minimum of 2 years work experience in a financial planning firm
  • FINRA Series 7, 66 and VA Life and Health Insurance licenses or willingness to obtain
  • Comfortable working in a fasted paced, team-oriented environment
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