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.

Jobs in Valley View

Financial Paraplanner