Paraplanner, Financial Planning & Analysis

Carradice Wealth Advisors
Woodbridge, VA
Nov 25, 2021
Nov 27, 2021
Full Time
Carradice Wealth Advisors is a large, fast growing, independent wealth management firm that has been helping individuals, families, and their businesses achieve their financial goals for over 30 years. We are currently seeking an experienced Senior Financial Planning Associate to join our tight-knit team in the DC Metro area.This talented individual will step into an instrumental role being the primary liaison between advisors and their support teams. Key responsibilities of the position include working directly and indirectly with high-net-worth clients to help prepare financial plans and client deliverables in the case preparation process. In addition to meeting preparation, the Planning Associate will shadow advisors' meetings and take all action items from the meeting, complete those they can, and delegating the remaining tasks to the team.Key ResponsibilitiesPrepare financial plans, portfolio administration and coordination of client service needs both individually and with team membersFinancial fact gathering, analyzing and preparing of various materials for financial reviews with clientsAttend and participate in client meetings and document the session with detailed notes, identifying important tasks and delegating them to the appropriate team memberReview and update client information as needed for client meetingsExecute meeting follow up; including trades, money movement and assigning tasks when appropriateRespond to client requests received via email, phone and in personWork in conjunction with internal and external stakeholdersKey traits of a successful Senior Financial Planning Associate at CWAAttention to detail and familiarity of financial documents are a requirementAbility to multi-task, organize and prioritize your workload to achieve the goals of the Wealth Management Department & Carradice Wealth Advisors as a wholeCan easily adapt to a fast-paced work environmentPositive attitude and sincere willingness to constantly learn and growEffective communication with clients and advisors/staffExcellent documentation skillsEffective and efficient time managementPolite and clear phone communicationEducation Requirements and Other Designations: College degree or higher5+ years of similar industry experienceActive Series 7 and 66 (or 63/65) securities licensesLife and Health insurance license is a plusExperience with Money Guide Pro is a plus*What CWA has to offer you: *Competitive Compensation and BenefitsProfessional Development AssistanceBonusesPaid Time Off401(k)Job Type: Full-timeJob Type: Full-timePay: $65,000.00 - $85,000.00 per yearBenefits:401(k)401(k) matchingPaid time offParental leaveProfessional development assistanceRetirement planTuition reimbursementPhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Woodbridge, VA: Reliably commute or planning to relocate before starting work (Required)Education:Bachelor's (Preferred)Experience:Financial services: 5 years (Preferred)Financial planning: 5 years (Preferred)Work Location:Multiple locationsWork Remotely:NoWork Location: Multiple Locations