Paraplanner/Client Service Associate

Paraplanner/Client Service Associate Park Wealth Management Salary Details base plus bonus. Posted: 13-Jul-26 Location: Torrance, California Type: Full Time Salary: Up to $100k Categories: Operations Sector: Wealth Management Salary Details: base plus bonus. Required Education: 4 Year Degree Additional Information: Hybrid/Remote is allowed. Internal Number: 001 Park Wealth Management – Torrance, CA I am seeking a motivated and energetic professional to assume the role of Paraplanner/Client Service Associate. comfortable with working 100% remote and experience working with Emoney. I have been a Financial Advisor for over 30 years and currently rank in the top 15% of all producers at LPL Financial. Job Purpose Provide Advisor with support in managing almost $120 million in client assets and assist with growing the assets under management to $250 million in the next 10 years. We are on track with adding $30M in assets in 2026. Essential Functions Paraplanner – 50% Collect documentation from clients and prepare Financial Plan on Emoney platform: This will include education and retirement planning modules along with ROTH IRA conversion strategies, etc. Client Service – 40% Obtain new client personal information Create financial planning agreements for new clients Create new account applications and account disclosure paperwork and work with clients to open accounts – (Brokerage & Advisory, Individual, Joint, IRA, 401(k), etc.) Work with the client to move assets from other institutions to LPL Financial via rollover or ACAT transfer Communicate with clients Update Beneficiary Designations Update and network new accounts to client groups, performance report, and Salesforce CRM system Work with clients on moving money in and out of their accounts Run investment performance reports Use Salesforce CRM to document every client interaction and follow up until completion Manage all compliance required items – incoming/outgoing correspondence, RIA compliance for Park Capital Group, Inc., Check Logs, Marketing and Advertising Review, etc. Schedule client review meetings with clients Marketing – 10% Answer incoming calls and screen them to make sure they fit the $500k minimum liquid assets profile before setting up zoom meeting with advisor Plan client appreciation events Work with the Marketing company to create new content for website and social media Work with vendors for event sponsorship and reimbursement Qualifications Bachelor’s degree required Series 7 License - optional Series 65/66 License - optional Microsoft Office – Excellent Excel Skills - Excellent Adobe Acrobat - Excellent Excellent verbal and written personal communication skills Strong attention to detail – Must be very meticulous Extremely organized to handle many different transactions with extensive experience using a Client Relationship Management System (CRM) – Use of Salesforce CRM is a plus Minimum of 5 years of experience in the brokerage, and/or financial services industry Be comfortable with working 100% remote Desire to continually learn new technology and create new processes to increase efficiency Salary & Benefits I will offer salary and bonus, 401(k) Plan with 4% Matching, Health & Dental insurance Park Wealth Management Information You will be working closely with our team on every client. You will be communicating with every client (verbally, email, etc) to assist them with their wealth management needs Park Wealth Management and Park Capital Group, Inc. provides the following services to approximately 120 families: Wealth Planning and Investment Management Retirement and College Education Planning Financial Planning Please review my website for additional information About Park Wealth Management Connections working at Park Wealth Management #J-18808-Ljbffr FPA of Charlotte