Financial Paraplanner

Bowie, Maryland
Salary commensurate with experience
Feb 13, 2018
Mar 20, 2018
Full Time


Financial Consulting firm in Bowie, MD is looking for analytical staff person to research the performance of different funds and stocks, understand a client’s portfolio, provide financial plans, and help prepare the advisor for client reviews. Keen mathematical skills are a must.



• Maintain and track client performance reporting 

• Research funds and make recommendations to advisor

• Service client accounts and answer client questions on their portfolios

• Distribute and maintain client quarterly performance reporting

• Troubleshoot reporting issues with the back office

• Monitor, track, and input fund cost basis

• Rebalance and input trades on client portfolios as necessary 

• Anticipate advisor’s needs and handle them proactively



• 2–5 years in the financial services industry, preferred

• FINRA Series 7 and 63 securities registrations

• BA/BS in economics, accounting, or finance

• Proficiency with various research programs, such as Morningstar® Advisor WorkstationSM

• Proficiency with Microsoft Excel

• CFP®  designation a plus

• Familiarity with National Financial Services (NFS) a plus

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I have at least 2 years experience in the financial services industry.

I have a BA/BS in economics, accounting or finance.

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