Client Services Paraplanner

2 weeks ago


San Diego, California, United States LPL Financial Holdings, Inc. Full time

LPL Financial Holdings, Inc. is on the lookout for a dedicated professional to become a part of their High-Net-Worth Services division as a Paraplanner.

The Paraplanner will play a crucial role in assisting Financial Advisors and Planners in providing tailored financial guidance to affluent clients. This position entails gathering client information, entering data into financial planning systems, evaluating financial metrics, and crafting personalized financial strategies. The ideal candidate should possess a Bachelor's degree, a minimum of 5 years of experience in the financial sector, a CFP certification, and familiarity with eMoney Advisor.

Key Responsibilities:

  • Support the client data collection process and accurately input information into financial planning software.
  • Evaluate financial data to create thorough financial plans and devise tailored financial solutions.
  • Communicate planning recommendations effectively to Advisors and clients.
  • Conduct research on financial planning inquiries to assist Advisors and clients.
  • Exhibit a solid understanding of personal and business financial planning principles.

Qualifications:

  • Bachelor's degree.
  • 5+ years of experience in financial services or financial planning.
  • CFP certification.
  • Experience with eMoney Advisor.

Core Competencies:

  • Exceptional communication abilities.
  • In-depth knowledge of financial services products.
  • Capability to thrive in a dynamic work environment.
  • Strong teamwork, leadership, and interpersonal skills.

Preferred Qualifications:

  • Experience working with High-Net-Worth clients.
  • Proficiency in software/systems such as MS Office and Salesforce.

Compensation: Competitive salary range of $65,360-$98,040 per year, along with a comprehensive benefits package.

If you are a collaborative individual with a strong interest in financial planning, this role offers an excellent opportunity for professional growth and advancement within LPL Financial Holdings, Inc.



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