Client Relations Paraplanner

Company Description

 WealthCrest Financial Services, LLC is a financial services firm that provides comprehensive advice on financial planning, investment management, insurance, retirement planning, Survivor Benefit Plans (SBP), and 401(k) or Thrift Savings Plan (TSP) strategies. Located in Northern Virginia, the firm primarily serves Federal and Military Employees, both active and retired, as well as individuals who contract with the federal government. WealthCrest focuses on helping clients navigate complex benefit programs and long-term financial decisions. The team is dedicated to building lasting client relationships through personalized guidance and clear communication. Applicants can expect to join a mission-driven firm that supports a specialized and loyal client base.

Role Description

The Client Relations Paraplanner is responsible for providing support to both the Lead and Associate Advisor(s) in the preparation and delivery of advice to clients. Working under the direct oversight and supervision of senior advisors, the individual prepares financial models, portfolio allocation reports, consolidated trade summaries, and other forms associated with account opening and maintenance. The role also serves as a key point of contact for clients, ensuring every interaction is responsive, accurate, and professional.

Job Responsibilities

1. Preparation of portfolio asset allocation reports, including specific buy and sell recommendations for the underlying investments in a client’s portfolio. When determining a client’s asset allocation, the individual must consider both the client’s risk tolerance and objectives for the portfolio, as well as account-specific items such as cash maintenance, recurring incoming or outgoing cash transfers, RMDs, pending account transfers, and other items relevant to the client’s portfolio.
2. Place trades for individual equities, ETFs, and mutual funds in client accounts on the NetX360 platform. Requires consideration of cash maintenance needs and price variance due to market fluctuation.
3. Creating, reviewing, sending for signature, and submitting account paperwork. This includes account-opening forms, fee forms, ACHs, ACATs, disclosures, and numerous other maintenance items on an as-needed basis. All paperwork and account related tasks require the proper handling and protection of clients’ sensitive identifying information.
4. Enter client intake data into financial planning software, generate reports for Advisor review, and update plans as client circumstances change.
5. Assist with and prepare OGE-450 and OGE-278 reports (as well as the corresponding periodic transaction summaries) for clients on an as-needed basis.
6. Regular communication in a strictly administrative perspective. This may include appointment confirmations, requisite verbal confirmation of cash transfers, emailing needed documents, communication of client needs/requests with the Advisor, and answering administrative questions from clients and prospects.
7. Brief clients on account updates, financial planning-related topics, and performance reporting. This duty will be delegated at the discretion of more senior Advisors after the Paraplanner has shown satisfactory competency.
8. Support the team with research, financial modeling, administrative or marketing tasks, financial analysis, auditing records, regulatory reporting, and other tasks.
9. Assist with the preparation and delivery of paperwork, allocation and trade documents, and other presentation materials in advance of a client meeting.
10. Responsible for compiling, entering, and regularly auditing all CRM-related data and tasks.
11. Aid Advisors in portfolio management, including the scheduling of review meetings, working with team to complete recurring tasks, and maintaining inter-team communication regarding changes to existing and new client statuses.

Qualifications Required:

• Bachelor’s degree, or equivalent work experience
• Strong attention to detail and accuracy with client data and paperwork
• Clear, professional written and verbal communication
• Proficiency with Microsoft Office or Google Workspace

Preferred:

• 1 to 3 years in a client-facing or detail-heavy role, such as financial services, insurance, banking, accounting, or hospitality
• Experience with financial planning software, a CRM, or NetX360
• SIE, Series 7, or Series 65/66, or willingness to obtain after hire
• Familiarity with federal employee benefits (FERS, TSP, FEHB)

Don’t meet every qualification? We value transferable skills and are happy to train the right person.

Growth: There is opportunity for growth and career development based on performance and the needs of the firm.

Job Type: Full-time

Schedule: Monday to Friday, 8:30 am to 5:00 pm

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Professional development assistance
• Health stipend available

Work Location: In person, Springfield, VA