Paraplanner - NWFA at Northwest Federal Credit Union in Herndon, Virginia

Job Description:

Overview



The Paraplanner provides direct support to Wealth Advisor(s) by developing financial plans for clients/prospects and also execute on follow-up tasks from the advisor as he/she implements recommendations from planning sessions. The Paraplanner's job is to help enhance the client experience by assisting the advisor in providing comprehensive financial planning services. Knowledge of firm policies, procedures, industry regulations and the use of technology allows the Paraplanner to interface with clients/prospects appropriately and provide exceptional service while performing his/her duties.


Responsibilities

• Participate in advisor's client/prospect meetings to gather discovery data for use in constructing financial plans


• Meet with advisor to gather information to construct financial plans


• Utilize MoneyGuidePro to develop comprehensive financial plans. This includes data entry, scenario modeling, report generation, and thorough review with advisors to prepare for client/prospect meetings


• Collaborates effectively with advisors by proactively addressing follow-up questions and plan-related inquiries


• Attend follow-up client/prospect meeting where financial plan is delivered, if requested.


• Take notes at the client's plan delivery meeting, identify action items and create follow-up tasks in the CRM


• Execute on tasks assigned


• Prepare updates to existing financial plans, if requested


• Research questions arising from financial plans that require further inquiry and deliver information to the advisor

#NWFCU1


Qualifications




Required

• Bachelor's degree in business related field or equivalent experience


• Minimum 5 years of investment industry experience of or 3 years w/CFP® designation


• FINRA Series 7, 63/65 or 66 securities licenses


• Must be able to work independently with minimal supervision


• Ability to review and analyze or interpret data and documentation


• Accuracy and detail oriented


• Ability to use financial planning and customer relationship management systems


• Effective oral and written communication skills


• Ability to prioritize activities to meet deadlines


• Must be able to work onsite in Herndon, VA headquarters


• Ability to work the hours of M-F 8am - 4:30pm

Preferred

• Experience with MoneyGuidePro


• Experience with Salesforce

Additional Compensation



Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match.


EEO Notice



Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.


NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org. Apply Now