Paraplanner — Client-Focused Financial Planning Support

Lfp Consulting; Brookings (SD); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Employer HSA Contribution

PTO

Retirement 401(k)

Life & disability insurance

Holiday pay

Job summary

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.

Responsibilities

• 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.

Skills

Financial services experience

Client communication

Attention to detail

Team player

Education

Bachelor's Degree or Equivalent Experience

SIE, Series 7, Series 66, Insurance Licenses

Job description

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.