LHH is seeking a dedicated Paraplanner to join our wealth management client in downtown Columbus. This onsite, direct hire role is pivotal in supporting our advisors by providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a dynamic environment. If you're looking to grow your career in financial planning and make a tangible impact within a supportive team, we encourage you to apply.

Key Responsibilities:

• Provide comprehensive account analysis to support the wealth management team.

• Assist in the development of financial plans and reports for clients.

• Collaborate with senior financial planners to understand client needs and objectives.

• Conduct research on financial products and strategies.

• Prepare and maintain client documentation and records.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.

• 5 years of wealth management experience

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal abilities.

• Detail-oriented with a commitment to accuracy and precision.

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance