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Financial Sales Associate/Paraplanner

Lincoln Investment Westport, MA
  • Posted: 16 days ago
  • Full-Time
  • Benefits: Vision, Medical, Dental

Financial Planning Alternatives is a growing wealth management firm located in Westport, Massachusetts.

The Sales Assistant/Paraplanner Associate reports to the Owner of the Firm as well as the other Advisors in the office and is critical to appropriately leveraging the Advisors time.

This position utilizes excellent customer service and problem-solving skills to confidently provide information to clients and advisors in a timely, efficient, and professional manner. Candidate must be extremely organized, detailed oriented and a self-starter.

Job Description:

  • This role requires MA Insurance
  • FINRA Series 7 and Series 66 licenses; which must be obtained within one year of employment
  • The Sales Assistant/Paraplanner Associate position supports our advisory staff and senior advisors as they prepare for client meetings, as well as communicating directly with clients as needed
  • The ideal candidate is client-focused, highly dependable, analytical and a team player
  • Ability to operate autonomously and be comfortable working in a small office setting, which often requires the individual to adapt to new responsibilities as the firm continues to grow and evolve
  • This position has a broad range of duties, providing the individual exposure to and opportunity to pursue multiple career paths within our firm

Client Services:

  • Ability to provide excellent customer service contact / client facing experience
  • Perform general administrative duties including but not limited to: answering phones, filing, processing mail, scheduling meetings and other responsibilities that support the company
  • Maintain information in the company CRM database
  • Entering new contacts and/or companies, creating groups and/or running reports and creating workflow efficiencies
  • Once appropriately licensed, assist lead Administrator in non-financial changes to client accounts

Advisor Support:

  • Prepare advisors for client and prospect meetings on an ongoing basis
  • Gather and prepare for use all necessary presentation and sales materials, compile meeting agendas, performance reports and account applications
  • Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing quarterly review cycle
  • Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisor
  • Assist practice in transitioning to a cloud-based system

Skills Needed / Desired:

  • Proven ability to meet deadlines as well as effectively identify and solve problems
  • Strong time management, organizational skills; able to effectively prioritize/multi-task
  • Ability to work independently as well as cohesively with advisors and team members
  • Must maintain a high level of confidentiality and have a client focused, helpful attitude
  • Series 7, 66, Life and Health certifications or completed within 1st year


  • Minimum 1-2 years’ experience (graduates with solid financial internship experience considered)
  • Proven strong client service skills
  • Microsoft Office - Outlook, Word, PowerPoint and Excel required
  • Experience with Redtail CRM, Morningstar, EMoney a plus

Lincoln Investment

Why Work Here?

Helping People Since 1968

As a full-service broker-dealer and registered investment advisor, Lincoln Investment knows that there are many destinations along your life's journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the expert guidance of independent financial professionals and an extensive array of carefully selected investment choices. Web site

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