Elite Income Advisors · 1 month ago
Advisor Support
Ellicott City, MD
Full-time
Onsite
Entry, Mid Level
2+ years expElite Income Advisors is seeking a highly organized and analytical Paraplanner to support their financial planning team. The role involves developing customized financial plans, conducting detailed product research, and ensuring regulatory compliance.
AdviceFinancial ServicesInsuranceRetirement
Hiring Manager
Amelia Sumner
Responsibilities
Collaborate with financial advisors to prepare personalized financial plans for clients, including investment strategies, insurance analysis, and retirement planning
Conduct research on investment products, insurance solutions, estate planning tools, and other financial strategies
Create client reports and financial projections using planning software and modeling tools
Prepare documentation and reports for client meetings, ensuring accuracy and clarity
Maintain compliance with SEC and state insurance regulations
Liaise with product providers, custodians, and insurance carriers to gather relevant data
Update client information and financial records in CRM and planning systems
Track follow-ups and ensure timely plan implementation and documentation
Qualification
Required
Bachelor's degree in finance, economics, accounting, or a related field preferred
Minimum of 2 years of experience in a paraplanning or financial planning support role
Strong understanding of investment and insurance products, financial planning principles, and compliance requirements
Proficient in financial planning software (e.g., eMoney, Riskalayze, Morningstar, or similar) and CRM systems
Exceptional attention to detail, organizational, and communication skills
Ability to obtain your CFP® designation within the first 3 years of your employment
Ability to obtain your Maryland Producer License within first 3 months of employment
Ability to obtain your FINRA Series 65 within first 6 months of employment
Preferred
CFP® designation
Experience working in a fee-based or fiduciary financial planning environment
Familiarity with Maryland-specific insurance and financial regulations
Benefits
Competitive salary and benefits package
Professional development support and continuing education opportunities
Collaborative and client-focused work environment
Company
Elite Income Advisors
Elite Income Advisors is a financial planning firm that provides retirement planning, insurance, and investment advisory services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
P
Prashant Sabapathi
Vice President
Company data provided by crunchbase