About Us
Founded in 1993, the Lineweaver Family of Companies—Lineweaver Financial Group, Lineweaver Wealth Advisors, and LFG Tax Services—provides comprehensive financial planning for high-net-worth individuals and corporate clients. With over $1 billion in assets under management and clients in 10 states, we’ve been consistently ranked among Crain’s Cleveland Top RIAs.
Position Overview
As a Paraplanner, you’ll play a key role in delivering exceptional service and support to our clients. This hybrid role blends administrative, operational, and planning responsibilities, working closely with advisors and clients to ensure a seamless and personalized experience.
Key Responsibilities
- Deliver outstanding service to clients via phone, email, video, and in-person interactions.
- Support advisors in preparing for and participating in client meetings, including data gathering, agenda creation, and follow-up.
- Process and track client paperwork, digital forms, and account transactions (e.g., opening new accounts, contributions, distributions, transfers).
- Maintain accurate client records in CRM systems (Salesforce preferred).
- Assist with financial planning tasks such as obtaining key financial plan data risk profiling, investment analysis, and report preparation.
- Educate clients on account access tools and respond to inquiries about investments, RMDs, and account maintenance.
- Collaborate with internal teams and external vendors to ensure timely and accurate execution of client needs.
- Participate in firm-wide projects and contribute to continuous improvement initiatives.
Qualifications
- 5-7 years of experience in a financial services role (RIA or Broker-Dealer preferred).
- Strong understanding of financial products, planning strategies, and client service best practices.
- Series 65 and Life & Health Licenses preferred (or willingness to obtain within 9 months).
- Bachelor’s degree in finance, business, or related field preferred.
- Proficiency with Microsoft Office, Salesforce, eMoney, Black Diamond, and Fidelity’s Wealthscape platform is a plus.
- Experience with Docusign, Laserapps, Firelight, or similar tools is helpful.
What We’re Looking For
- A proactive, detail-oriented team player with a passion for helping others.
- Strong communication and organizational skills.
- Ability to manage multiple priorities and adapt in a fast-paced environment.
- A commitment to integrity, collaboration, and continuous learning.
Compensation & Benefits
- Competitive salary ($26–$36/hour based on experience and licensure)
- Bonus plan up to 9% of base salary
- Medical, dental, and vision insurance
- 401(k) with safe harbor match and profit sharing (after 1 year)
- Paid holidays and generous PTO (2 weeks in year one, 3 weeks in year two, increasing annually)
- Friday afternoons off
- Professional development support
- Opportunities for growth and advancement, such as financial support for the CFP Program
Lineweaver Wealth Advisors is a Registered Investment Advisor.