Sr Financial Analyst

About the role

The Paraplanner role will be part of our organization, LPL Paraplanning Solutions. This product is a program which is providing the next level of LPL services to help advisors to better serve their clients. This individual will support the creation of financial plans to be delivered to our advisors. This position is an entry into planning and is focused on quickly learning best practices, planning software, planning processes, and planning strategies.

What you'll do

• Input client data into financial planning software (eMoney, MoneyGuide, RightCapital)
• Organize and compile client data including statements and fact finders in accordance with the Paraplanning Team’s data structure
• Entering and validating data in the financial planning software from client statements and fact finders
• Reviewing initial plan submissions for minimum required data for the Paraplanning team to begin plan creation
• Attending advisor meetings to gather data and take notes for advanced plans creation

What you need

• 2–4 yrs of experience
• Excel
• PowerPoint
• BBA or B.Com or B.Tech or B.E. or M.Tech