Paraplanner

Paraplanner

The Paraplanner will be responsible for performing a variety of client relationship management and financial planning functions, as well as providing superior customer service to our expanding and diverse client base. This position requires the ability to prioritize workflow and handle multiple projects, perform tasks and seek resolutions to questions/issues as they arise with limited supervision, organizational skills, and an eagerness to learn.

The ideal candidate can quickly build rapport and trust with clients, while managing various tasks and workflows. We pride ourselves on deep, creative financial planning solutions for our clients. If you are a competitive knowledge seeker, we are the team for you.

• Gather financial data from clients and build financial plans.
• Manage client through entire lifecycle. Provide the highest caliber of service.
• Perform a variety of operational support activities to assist the advisers, including maintaining meeting calendars.
• Research and compile information needed for client meetings, including creation of presentation materials and preparing documents.
• Research and resolve customer inquiries in a timely manner.
• Act as a liaison between various service providers and our clients.
• Complete necessary follow-ups in a professional and timely manner.
• Perform other duties and responsibilities as assigned.
• Build and maintain workflows and follow-up items.

• Bachelor’s Degree or equivalent experience

• At least 3 years of experience in financial planning, client service, or relationship management
• Current securities licenses (7 and 63)
• Industry designation, such as a CFP®, preferred, but not required
• Experience in financial planning and related software
• Proficient in Microsoft Office Suite
• Possess a high standard of ethics and integrity
• Maintain client and firm confidentiality

• Ability to build long-lasting trust and relationships with clients
• Client-first mentality
• Self-starter who excels in a fast-paced environment
• Exceptional work ethic
• Ability to prioritize and complete work efficiently
• Strong organizational skills
• Collaborative team member that can work through and with others
• Excellent communication skills, both verbal and written
• High level of knowledge in personal financial planning concepts

We hire and train capable and committed professionals, encourage them to work collaboratively, hold them to the utmost standard of integrity and accountability, challenge them to continuously learn, and enable them to deliver the highest quality service and solutions possible. LHD Retirement’s skilled team assists executives, business owners, individuals, and families in optimizing their financial affairs so they can achieve financial freedom.

• Mid‑Senior level

• Full‑time

• Finance and Sales