Paraplanner

Company DescriptionBay Harbor Wealth Management, LLC is a fiduciary investment advisory firm offering comprehensive wealth management services to private clients. Based in Hunt Valley, MD, we strive to provide personalized financial strategies that address both present needs and long-term goals. Our approach includes utilizing institutional-level asset management techniques alongside tailored insurance and investment product solutions to help clients achieve financial security. Our mission is to preserve and grow client assets while simplifying the complexities of wealth management, empowering clients to focus on living fulfilling lives.Role DescriptionThis is a full-time, on-site role for a Paraplanner located in Hunt Valley, MD. The Paraplanner will support financial advisors by preparing financial plans, conducting investment research, and compiling analytical reports. Responsibilities include reviewing client financial information, assisting in portfolio management, and developing reports related to financial planning and investment strategies. The role requires close attention to detail, effective communication with clients and team members, and adherence to industry regulations.QualificationsProficiency in Financial Planning and a solid understanding of InvestmentsStrong Analytical Skills with the ability to interpret financial data and trendsKnowledge of Finance principlesExcellent organizational and time management abilitiesStrong interpersonal and communication skillsExperience in wealth management or a financial services environment is a plusCFP® certification or progress towards certification preferred but not required