Paraplanner Job at Main Line Search, Tysons Corner, VA

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  • Main Line Search
  • Tysons Corner, VA

Job Description

One of the top wealth management firms in the DMV is looking to add a Paraplanner to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.

We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.

Key Responsibilities:

  • Assist financial advisors in preparing comprehensive financial plans and investment recommendations.
  • Conduct in-depth research on investment products, tax strategies, estate planning, and other wealth management topics.
  • Analyze client portfolios and financial data to generate reports and insights.
  • Prepare client meeting materials, including presentations and performance reviews.
  • Ensure compliance with industry regulations and firm policies in all client-related documentation.
  • Maintain accurate and up-to-date client records within financial planning software and CRM systems.
  • Support the development and implementation of financial strategies tailored to individual client needs.
  • Collaborate with internal teams to enhance operational efficiency and client service delivery.

Qualifications & Skills:

  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • 2+ years of experience in a financial planning, paraplanning, or wealth management role.
  • Series 7 & 66
  • Strong knowledge of financial planning principles, investment products, and retirement strategies.
  • Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
  • Excellent analytical skills with strong attention to detail.
  • Strong written and verbal communication skills.
  • Ability to manage multiple tasks and prioritize workload effectively.
  • CFP® certification or progress toward CFP® designation is preferred but not required.

View the full list of our open positions here: Main Line Search Job Openings

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