Paraplanner

Lfp Consulting; Brookings (SD); Sur place; USD 54 000 - 66 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision

Employer HSA Contribution

PTO

Retirement 401(k)

Life & disability insurance

Holiday pay

Résumé du poste

Legacy Financial Partners in Brookings, SD, is seeking a proactive Paraplanner to support Financial Advisors in a fast-paced, client‑focused environment. You will help prepare client meeting materials, financial reports, and planning docs while upholding professional standards.

Key duties include client onboarding, documentation accuracy, and timely communication. The role offers opportunity for growth, a collaborative culture, and comprehensive benefits with standard office hours.

Qualifications

• 2 years of financial services experience preferred.
• Bachelor's degree or equivalent experience required.
• Fully licensed: SIE, Series 7, Series 66, and Insurance.
• Professional appearance and client service orientation.
• Fast learner, tech-savvy, and collaborative.

Responsabilités

• Assist Financial Advisors in preparing client meeting materials, financial reports, and planning documents.
• Serve as a primary point of contact for clients, providing timely responses to inquiries.
• Facilitate client onboarding and ensure all documentation is complete and accurate.
• Process on accounts: master trade tickets, money movement, and brokerage trades.
• Maintain logs of transactions, plan updates, and client communications.
• Collaborate with advisors to follow up on action items and improve workflows.

Connaissances

Financial services experience

Client communication

Attention to detail

Team player

Formation

Bachelor's Degree or Equivalent Experience

SIE, Series 7, Series 66, Insurance Licenses

Description du poste

Competitive salary with bonus opportunities! Apply today!Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.We offer our team:Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leaderInnovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadershipTeamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your lifeCompetitive PayComprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)Collaborative Environment and Innovative CultureEducation Reimbursement: never quit learning and growing in your careerSummary: Financial Service firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as Paraplanner. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Paraplanner will assist Financial Advisors in managing and organizing office workflow.Essential Duties and Responsibilities:Assist Financial Advisors in preparing client meeting materials, financial reports, and planning documentsServe as a primary point of contact for clients, providing timely and professional responses to inquiries: Proactively communicate with clients regarding account updates, paperwork needs, and service timelinesAccount setup: Facilitate client onboarding and ensure all documentation is completed accuratelyTrading on all accounts: Master trade tickets, money movement system and brokerage trades401k Processes-Rollovers, ACATS and 403b transfersEnsure accuracy and completeness of investment documentation and compliance formsCollaborate with advisors to follow up on action items and client deliverablesCAR CreationMaintain logs of transactions, plan updates, and client communicationsHandle sensitive client information with discretion and confidentialityProcess account applications, transfers, and routine maintenance requestsLiaise with sponsor companies and home office teams to resolve service issuesEnsure adherence to internal procedures and regulatory requirementsMonitor workflow and identify opportunities for process improvementPerform additional duties as assigned to support team and organizational goalsIdeal Education & Experience:2 years of Financial Service Experience preferredBachelors Degree or Equivalent ExperienceFully Licensed: SIE, Series 7, Series 66, InsuranceCompensation and Hours:Compensation: Depends on experienceStarting at $60,000As a full time employee you are also eligible for our benefits program, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and other benefitsOffice hours are Monday Friday 8:00am to 5:00pmAs you are considering applying with Legacy Financial Partners, we encourage you to think outside the box – because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths.Legacy Financial Partners, which has 29 locations in 7 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today!