Financial Planning Paraplanner
Job Classification: Exempt, Salaried Position
LBW Wealth Management is looking to add to its growing team. If you are a lifelong learner, love to solve puzzles, do not mind NOT wearing a suit and tie, thrive in an evolving environment, and want to help transform an industry, then take a peek at the job description below and apply!
Position Responsibilities/ Essential Job Duties:
- Preparation and coordination for the Expense Analysis (“EA”) workflow. Consistent communication with the client service associate and data analyst to make sure the EA is on track.
- Data and projections preparation prior to the meeting, based on the meeting hosts’ request.
- Assists the planning manager and senior analyst on other financial planning tasks, including but not limited to: research, new policy memo, projection building, recommendation memo, estate planning review memo, reporting, etc.
- Basic client meetings: eMoney setup, filling in for the senior analyst if they are not available.
- Internal team meetings.
Minimum Certification Requirements
- Series 65 (candidates don't need this to apply for the job. But it will be an expectation to get this within a reasonable time after employment.)
Soft Skills:
- Communication:
- Strong verbal, written communication, and interpersonal skills.
- Communicates directly, and respectfully.
- Always shares valuable information, even when it’s uncomfortable to do so.
- Integrity:
- Accountability, authenticity, and transparency.
- Willing to listen to feedback and admits to mistakes openly.
- Recognizes their own weaknesses and willing to continuously improve them.
- Acts with good intent and treats others with respect.
- Curiosity:
- Learns eagerly.
- Listens well and seeks to understand.
- Open to new ideas and seeks alternative perspectives.
- Has a “growth mindset”
Hard Skills:
- Bachelor’s degree, preferably Personal Finance or other related majors.
- 6-month data analyst training.
- Mid to high-level financial planning knowledge.
- Advanced computer skills such as Microsoft OXice Suite (Word, Excel, PowerPoint,
and Outlook).
- Strong skills in information gathering/monitoring, problem-solving, and critical
thinking.
- Ability to multi-task, prioritizes and manages time eXectively.
- Strong attention to detail and high level of accuracy.
- Ability to maintain client confidentiality.
- Able to work well individually and as part of a collaborative team.
- Willing to be flexible and adaptable to the duties and hours of the position.
Working Conditions:
- Physical Requirements: Primarily sedentary work, exerting up to 25 lbs. of force occasionally or a negligible amount frequently.
- Physical Activity: Primary working position-sitting, with occasional standing, walking, stooping, crouching, and kneeling; frequent reaching, carrying, lifting, pushing, pulling, fingering, grasping, typing, talking-speaking clearly, hearing-conversation, and seeing-near.
- Work/Environmental: Moderate noise level consistent with an office environment.
- Personal/Physiological: Interaction with people, working around people, planning of activities, making judgments in emergency situations, frequent changes in duties and volume of work, intra-organizational communication.
- Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Location:
- Madison, WI 53719 (Preferred)
Work Location: In person