Paraplanner

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 documentsSupport the implementation of financial plans by coordinating paperwork and tracking progressFinancial Planning Data Entry and submissionTrading on all accountsMaster trade tickets, money movement system and brokerage trades)401k 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 communicationsInvestment proposals (Identify opportunity, collect information and create proposals)Serve as a primary point of contact for clients, providing timely and professional responses to inquiriesProactively communicate with clients regarding account updates, paperwork needs, and service timelinesFacilitate client onboarding and ensure all documentation is completed accuratelyHandle 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 goalsAs 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!Ideal Education & Experience:2 years of Financial Service Experience preferredBachelors Degree or Equivalent ExperienceFully licensed or Capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance)Compensation and Hours:Compensation: Depends on experienceAs 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 5:00pm #J-18808-Ljbffr Lfp Consulting