Paraplanner

The primary role of the Paraplanner is to provide investment and relationship management support to an advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The Paraplann helps the advisor maintain his or her practice and contribute to the business development.

The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.

Responsibilities:

• Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions and deliver financial planning

• Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change

• Provide support for client relationship building and effective service model execution

• Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships

• Perform business analytics as needed to support financial advisors in the growth of the business

• Assist with various documentation requirements for new business

• Keep client management systems up-to-date with client information

Requirements:

• FINRA Series 7 & Series 66

• Bachelor's degree or equivalent in Finance or Business Administration

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

• Ability to analyze and research information with a logical approach to problem solving

Preferred:

• 3 years of experience in wealth management, within the finance sector preferred

Pay Range:

$78,100.00 - $130,100.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL? 

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.

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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 @lplfinancial.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 (855) 575-6947.