ParaplannerApply Job ID: R-013450 Date posted: 03/23/2021 Primary Location USA-Remote
LPL’s Financial Planning Solutions team is looking for a highly motivated and qualified Paraplanner to support advisors in all aspects of financial plan design and analysis.
This individual will be part of a growing team within the LPL Business Solutions organization responsible for supporting Financial Advisors and Planners with back-office financial planning support so that they can continue to provide superior personal financial advice to their clients. The ideal candidate will be passionate about financial planning and eager to advance their planning knowledge.
Assist Advisors in formalizing a planning process within their practice to maximize efficiency.
Assist in the client data-gathering process and input data into financial planning software (eMoney, MoneyGuide, RightCapital).
Analyze financial data to construct comprehensive financial plans and develop customized financial solutions and strategies for end-clients. Areas of emphasis include retirement/income analysis, estate planning, tax planning strategies, and risk management analysis.
This is not a sales position; however, the candidate will need to clearly articulate planning recommendations to Advisors and end-clients as necessary.
Assist with all aspects of back-office planning functions including meeting prep, client paperwork and client billing.
Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients.
Must gain proficiency in a variety of financial planning tools/software to include WealthVision/eMoney, MoneyGuide, RightCapital and AdvicePay.
Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.
- Bachelor's Degree in Business, Finance, or related field
- 2 - 3 years of experience within a financial services and/or a financial planning environment
- Must have CFP® designation or currently working toward completion
- Licenses Required: Securities licenses 7, 63, 65/66 are required or ability to obtain within 90 days.
- Solid understanding of personal financial planning including tax and estate planning strategies
- Understanding of insurance and annuity products
- Software/Systems Skills Required: Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint) and Financial Planning software
- Prior experience with eMoney, MoneyGuide or RightCapital is required
- Experience with CRM applications such as Salesforce and/or Redtail preferred
- Strong communication and presentation skills
- Broad exposure to financial planning
Ability to effectively communicate, excellent organizational skills and strong attention to detail is a must.
We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lpl.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.