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.
