JOB TITLE: Financial Paraplanner
Founded in 1993 and headquartered in Valley View, Ohio, Lineweaver Financial Group, Lineweaver Wealth Advisors, and LFG Tax Services, combine to form the Lineweaver Family of Companies. We specialize in providing comprehensive financial planning for High Net Worth private and corporate clients. Our company philosophy is that everyone needs an experienced Financial Quarterback, who can help coordinate all of a client’s financial, tax, legal, and insurance needs, and help them achieve comprehensive and holistic financial planning. We have six locations across Northeast Ohio, as well as clients in 17 states. With more than $775 million in assets under management, we have been ranked by Crain’s Cleveland in the top 15 Registered Investment Advisors in 2023.
Position Overview
As a paraplanner, you’ll be responsible for a blend administration and financial planning with clients. You’ll work to foster client relationships and, help them understand their financial and investment plans. You’ll also collaborate with your Managing Advisor and other service team members, in order to provide exceptional client experience. The position is client-facing, aiming to enrich lives while earning trust, building relationships and delivering results.
Essential Day-to-Day Duties and Activities
- Go above and beyond for clients: Work with internal teams to deliver world-class customer service to existing clients and prospective clients
- Work with clients to understand needs and case design through fact-finding, collecting and analyzing information regarding client risk tolerance, long and short-term goals, income, assets, investments, debts, and other financial information
- Advise clients in terms of the advantages, risks, and disadvantages of different products and strategies
- Assist in the creation of asset management reports to be delivered to clients.
- Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.
- Maintain contact with clients to answer general questions about financial planning, investment(s) and allocation
- Utilize CRM for documentation and processing of client data, tasks, financial accounts and policy adherence
- All aspects of pre-client meeting activities such as scheduling, data gathering, preparation of meeting agendas, client paperwork, asset allocations and reporting.
- Complete and work with external vendors to complete all paperwork, digital forms, or web-based processes required to open accounts, make transfers, complete contributions and distributions, and any other activities required by clients.
- Attend and participate in client meetings as required.
- Complete client meeting notes and follow up tasks as required.
- Prepare client reports and presentations using financial planning software and tools.
Experience and Education
- At least 3-5 years in a paraplanner or advisor assistant position
- Demonstrated ability and commitment to goals-based planning and advice
- Series 63 as well as Life and Health Insurance License
- Bachelor’s degree in finance, business, economics, or related field preferred
- Experience with Fidelity’s Wealthscape Platform, eMoney, and Salesforce Preferred
The Ideal Candidate Models the Following Personal Competencies:
- Character – Display high integrity and honesty
- Personal Capability – Demonstrate technical and professional expertise, solve problems, analyze issues, innovate, practice self-development
- Focus on Results – Establish stretch goals and take responsibility for outcomes
- Interpersonal Skills – Communicate effectively, build relationships and collaborate with internal stakeholders and external clients
Salary and Benefits:
- Pay: $75,000-$100,000/year
- Medical, dental, and vision
- Friday afternoons off
- 2 weeks paid vacation in the first year, 3 weeks in the second, and then accrual of more paid time off each year following
- Safe harbor 401(K) after the first year
- Profit sharing after the first year
- Professional development assistance
- Paid holidays
- Opportunities for development and advancement
Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation package:
Schedule:
Experience:
- Paraplanner or Advisor: 3 years (Required)
License/Certification:
Work Location: Hybrid remote in Valley View, OH