Paraplanner
$80k - $120kThompson Financial Group
Job Description
Job Description
One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development. We are looking for someone who is coachable and enjoys collaborating with others.
What We Offer:
- Compensation includes a salary determined by experience and relevant professional designations, as well as opportunities for bonuses
- Team-based, collaborative environment
- No sales or production requirements
- Opportunity for professional growth and mentorship
$80,000 - $120,000 yearly
Responsibilities:- Assist advisors in preparing and updating comprehensive financial plans to reflect the client's unique goals and financial expectations
- Analyze client financial data and provide actionable insights
- Support ongoing client plan reviews and adjustments
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and advice given
- Program proficiency, including MS Office, CRM systems, and financial planning software, preferred
- Strong analytical and organizational skills
- Passion for comprehensive planning and client outcomes
- CFP® designation (preferred but not required)
- Willing to obtain securities licenses in the first year
Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve clients.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Paraplanner in Baltimore, MD vacancy
$128.1k - $213.5k
This position may be based out of DC, Baltimore, Annapolis, or No. Virginia. Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates...SuggestedFull timeTemporary workWork experience placement$116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...SuggestedLocal area$235k - $390k
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...SuggestedFull timeWork at officeRelocationRelocation package$85.5k - $146k
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income...SuggestedFull timeLocal areaRemote work1 day per week$77k - $202k
Industry/SectorNot ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize...SuggestedFull timeH1b$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeDay shift- The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications...Full timePart timeShift workDay shift
$77.3k - $128.9k
Overview:Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.Primary Responsibilities:Support assigned Investment Advisor(s) in preparing for client meetings and providing ...Full timeWork at office$80k - $117k
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income...Full timeTemporary workWork experience placementLocal areaImmediate startRemote work1 day per weekT. Rowe Price
Owings Mills, MD2 days ago$40k - $44.5k
Posting Details Position Description Posting Number 201201482P Position Title Financial Aid Advisor Department Enrollment Management: Financial Aid Position Summary The Financial Aid Advisor is responsible for ...Full timeWork experience placementWork at officeStevenson University
Owings Mills, MD1 day ago$55k - $95k
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest...Full timeTemporary workLocal areaWorldwideMorgan Stanley
Baltimore, MDmore than 2 months ago- Feeling Stuck at a Certain Production Level? If you're a proven advisor who's built a book, serves clients well, and works hard-but feels like your income has hit an invisible ceiling-you're not alone. Many talented advisors plateau not because of effort or ...Full time
Lenox Advisors
Hunt Valley, MDa month ago - Financial Advisor At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term...Work experience placementLocal area
SECU
Linthicum Heights, MD5 days ago $61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial ...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Baltimore, MD2 days ago$100k - $130k
Job Description Job Description About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative...Kestra Financial Independent Advisor
Baltimore, MDmore than 2 months ago- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
Baltimore, MD4 days ago - Organization : Name BALTIMORE MD Default: Location : City OWINGS MILLS Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...Work at officeLocal area
Western & Southern Life
Owings Mills, MD5 days ago - Join an amazing global healthcare organization! Awesome benefits, including generous paid time off and tuition assistance. Position Summary: Reporting to the Supervisor, Financial Counseling Shared Services, this position effectively captures patient liabilities...Full timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours
Johns Hopkins Medicine
Baltimore, MD7 days ago $120k
Job Description Job Description Job Title: Registered Financial Advisor - Location: Hunt Valley, MD, US Seeking a skilled Financial Advisor in Baltimore, MD We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our...Thompson Financial Group
Baltimore, MDmore than 2 months ago- Job Description Job Description Description We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and ...
The Misch Group
Baltimore, MDmore than 2 months ago - Financial Services Representative Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives...Remote workFlexible hours
Worthington Financial Partners
Lutherville Timonium, MD2 days ago $50k
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Baltimore, MD2 days ago$50k - $75k
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive...Remote workFlexible hoursWorthington Financial Partners
Lutherville Timonium, MD3 days ago$90k - $270k
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses...Full timeTemporary workPart time$77k - $214k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description & SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our...Full timeH1bLocal area$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...Visa sponsorship$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform...Work at officeVisa sponsorship$61k - $119k
Financial Advisor (Career Changers Encouraged to Apply) Financial Advisor (Career Changers Encouraged to Apply) 6 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Northwestern Mutual...Full timeContract workFor contractorsInternshipWork at officeNorthwestern Mutual
Baltimore, MD2 days ago$21.98 per hour
Summary Join Our Team at Mercy Medical Center - Now Hiring a Financial Counselor in our Institute for Cancer Care! Mercy Medical Center is honored to be recognized by Newsweek as one of America's Most Trustworthy Companies for three consecutive years (2023-2025...Temporary workWork experience placementImmediate startMercy Medical Center
Baltimore, MD5 days ago- Build Your Dream Advisory Practice — Powered by Savvy Responsibilities Build and grow your own firm, powered by Savvy's platform and resources Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools Serve as...Work at officeRemote work
Savvy Wealth
Baltimore, MD3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Paraplanner. Be the first to apply!
Related searches