What are the responsibilities and job description for the Paraplanner/Client Service Associate position at FPA of Charlotte?
Loading... Please wait.
Expand Show Other Jobs
Job Saved Save Job
Paraplanner/Client Service Associate
Park Wealth Management
Facebook X LinkedIn Share
Application
Captcha / Bot Check
Copy from here
What is this?
The application opened in a new tab.
You may close this popup.
By using this feature you agree to our Terms and Conditions and Privacy Policy.
Details
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
Paraplanner/Client Service Associate
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 – Especially PowerPoint and Excel
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 remote.
Desire to continually learn new technology 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. 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.
www.parkwealthmanagement.com
http://lnkd.in/RVzvi9
Please Email Me Directly With Your Resume At
Glen.park@parkwealthmanagement.com
Proficiency with Emoney
Create a Job Match for Similar Jobs
About Park Wealth Management
Connections working at Park Wealth Management
https://fpajobboard.org/jobs/22422923/paraplanner-client-service-associate
Expand Show Other Jobs
Job Saved Save Job
Paraplanner/Client Service Associate
Park Wealth Management
Facebook X LinkedIn Share
Application
Captcha / Bot Check
Copy from here
- to here
What is this?
The application opened in a new tab.
You may close this popup.
By using this feature you agree to our Terms and Conditions and Privacy Policy.
Details
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
Paraplanner/Client Service Associate
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 – Especially PowerPoint and Excel
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 remote.
Desire to continually learn new technology 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. 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.
www.parkwealthmanagement.com
http://lnkd.in/RVzvi9
Please Email Me Directly With Your Resume At
Glen.park@parkwealthmanagement.com
Proficiency with Emoney
Create a Job Match for Similar Jobs
About Park Wealth Management
Connections working at Park Wealth Management
https://fpajobboard.org/jobs/22422923/paraplanner-client-service-associate
Salary : $100,000