Paraplanner jobs in United States
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LHD Retirement · 7 hours ago

Paraplanner

positionIndianapolis, IN
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

LHD Retirement is dedicated to providing superior financial planning solutions and customer service. The Paraplanner will perform various client relationship management functions and assist in building financial plans while managing multiple tasks and workflows.

ConsultingFinancial ServicesRetirementWealth Management
Hiring Manager
Jess DeGabriele, CFA
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Responsibilities

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

Qualification

Financial planningClient relationship managementSecurities licenses 7Securities licenses 63Microsoft Office SuiteFinancial planning softwareTrust buildingCommunication skillsOrganizational skillsTeam collaborationWork ethic

Required

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)
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

Preferred

Industry designation, such as a CFP®, preferred, but not required

Company

LHD Retirement

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LHD Retirement specializes in retirement planning and wealth management services.
dateFounded in 2005
location
Indianapolis, Indiana, USA
people-size2-10 employees
web-link
https://www.lhdretirement.com

Funding

Current Stage
Early Stage

Leadership Team

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John Ludwig
Founder, President, and Financial Advisor
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Company data provided by crunchbase