171 applicants

Company

LPL Financial · 7 hours ago

Paraplanner / Licensed Advisor Assistant – WFH Position

United States

Full-time

Remote

Entry Level

$21/hr - $24/hr

2+ years exp

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Responsibilities

Successfully pass the background, criminal, financial, and regulatory review. Clean background and average credit score (or better) are a must.

Previous securities, administration, tax, or financial services industry experience.

Have a series 7 and series 6 licenses or be willing work towards these within 6 months.

Note: for those willing to sit / study for licensing exams all fees will paid and bonuses paid upon passing scores.

Part-time starts with a trial period for those unlicensed, then full-time once the trial period is complete and basic benchmarks are met.

Securities Licensed individual can choose to work Full-time or Part-time to begin.

Schedules are flexible, so working around other responsibilities such as school, family, etc. is possible.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

EMoneyLPL Client WorksSeries 7 licenseSeries 6 licenseFinancial services experienceWealthBoxRiskalyzeHolistiplanAttitudeTime management skills

Required

Successfully pass the background, criminal, financial, and regulatory review. Clean background and average credit score (or better) are a must.

Previous securities, administration, tax, or financial services industry experience.

Have a series 7 and series 6 licenses or be willing work towards these within 6 months.

Associate (Required)

Financial Services: 2 years (Required)

English (Required)

Preferred

Experience with eMoney and/or LPL Client Works

Benefits

Advancement opportunities to paraplanner over time.

$500 Signing Bonus (if currently licensed)

Holiday Bonus

Quarterly growth bonus based on overall practice growth (if we win, you do too).

401(k) with a match after a year and profit-sharing opportunities (one you meet the hours-of-service minimum).

Paid Vacation days (accrue after six months)

Ability to work from home

Hours are flexible.

401(k)

401(k) matching

Flexible schedule

Professional development assistance

Retirement plan

Bonus opportunities

Signing bonus

Company

LPL Financial

Glassdoor

3.9

LPL Financial is an independent broker-dealer.

Founded in 1968

Boston, Massachusetts, USA

5001-10000 employees

https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (103)

2022 (108)

2021 (91)

2020 (42)