Who We Are

Lamkin Wealth Management is a small boutique financial services firm located in Louisville, KY. Our family-based firm is dedicated to creating financial plans that will set our clients up for success both now and in the future.

We are currently seeking a detail-oriented and organized full-time Paraplanner to support our advisors by preparing comprehensive financial plans. This is a great opportunity for someone who enjoys behind-the-scenes planning with opportunities to grow.

What You Will Be Responsible For

Financial Planning & Analysis

Analyze client financial data and build comprehensive financial plans
Prepare core planning reports (net worth, cash flow, retirement projections, risk analysis, etc.)
Identify gaps, opportunities, and recommendations to improve client outcomes
Run planning scenarios (retirement timing, Social Security, tax strategies, etc.)

Client Meeting Preparation

Gather and organize client financial documents
Prepare meeting materials, reports, and presentations
Develop clear, client-friendly planning summaries and recommendations
Ensure advisor is fully prepared for all meetings

Strategy Development Support

Assist in designing planning strategies across:
Retirement planning
Investment allocation
Tax strategies (including Roth conversions)
Insurance and estate considerations
Provide insights and analysis to support advisor recommendations

Client Service & Follow-Up

Conduct proactive client follow-up (calls, scheduling, next steps)
Track and manage action items after meetings
Ensure timely execution of planning recommendations
Maintain strong, professional client communication

Workflow & Coordination

Manage CRM updates and planning workflows
Coordinate meeting scheduling and advisor calendar support
Partner with operations team to ensure smooth implementation (without owning paperwork processing)
Track outstanding tasks to ensure nothing falls through the cracks
All other duties as assigned

The Expertise We’re Looking For

High School Diploma (Required)
3-5+ Years Financial Planning or Wealth Management Experience (Required)
State-Specific Life/Health Insurance License (Required)
Series 65 or Similar License (Required)
Prior Experience Directly Supporting Financial Advisors (Preferred)
Bachelor’s or Associate degree in finance or Similar Field (Preferred)
Clear and Professional Communication (Verbal and Written)
Strong Attention to Detail and Organizational Skills
Self-Starter with Growth Mindset
Ability to Learn and Adapt to Changes

What’s In It For You

Pay: $60,000 - $75,000 DOE
PTO
Paid Holidays
Health Insurance
401(k) + Company Match
Professional Growth and Development Opportunities

Check Us Out!

Website: https://www.lamkinwealth.com/

If you think we’d make a great match, apply today!

Company Description

We are composed of a team of trusted experts and financial advisors who can help you with wealth management, estate planning, and other financial needs. From our executive team, to our wealth planners, and operations staff, our wealth management team is committed to helping you achieve your financial goals with ease.

Lamkin Wealth Management

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