Do you thrive on collaboration, possess a keen eye for detail, and demonstrate unwavering commitment to accuracy and follow through? If so, this job is for you! As a Paraplanner at L2 Financial, you will play a vital role in delivering personalized concierge services to our clients. Your responsibilities will encompass advisor/client relationship support, resolution of client issues, coordination of projects, and the implementation of clients’ financial plans, all while upholding the high-quality standards to which our clients are accustomed.

Key Responsibilities

· Support the advisors in managing client relationships.

· Prepare detailed financial plans, including client-ready reports, proposals, and presentations.

· Conduct product and fund research across asset classes, including equities, fixed income, alternatives, and insurance solutions.

· Provide dedicated support for clients regarding their existing accounts.

Core Competencies

· Professional services experience, with knowledge of financial planning, investments (brokerage, direct business, and annuities) and life insurance

· Excellent oral and written communication skills with the ability to communicate complex financial information in a clear and concise manner.

· Superior attention to detail

· Effective listening skills with ability to quickly process information.

· Ability to prioritize and meet deadlines in a fast-paced environment.

· Excellent critical thinking and problem-solving skills.

· Ability to work effectively independently as well as in a team environment.

· Ability to develop positive relationships and work effectively with clients, L2F team members, and other stakeholders like the broker dealer, insurance carriers and vendors.

· Continually seek to expand and enhance personal knowledge.

Experience, Education & Licenses

· Financial Services: 3 years (Preferred)

· Insurance License (Required)

· Series 7 (Required)

· Series 63 (Required)

· Progress toward, or completion of a recognized financial planning designation (e.g., CFP®, ChFC®, CFA®)

Benefits

· 401k + match

· Healthcare

· Vision

· Life

· Disability

· PTO

· Holidays