Top 2 Paraplanner Jobs in Eden Prairie, Mn

Financial Paraplanner
G4 Wealth Advisors —Eden Prairie, MN
- $50,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Paid training
- 401(k)
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1d
Financial Paraplanner
Ascend Financial Group —Minneapolis, MN
- $50,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
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Four-year degree in business, finance, economics, personal financial planning, or a similarly relevant field. Internship or professional experience in financial…
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EVEREST FINANCIAL GROUP LLC —Golden Valley, MN
Tech-savvy: Comfortable with CRM systems, portfolio management tools, and Microsoft Office Suite. Prepare comprehensive financial plan and financial management…
$100,000 - $120,000 a year
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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
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Financial Paraplanner

G4 Wealth Advisors
Eden Prairie, MN

Quick Apply

Job Details

Full-time
$50,000 - $75,000 a year
1 day ago

Benefits

Paid training
401(k)
Paid time off
Parental leave
401(k) matching
Professional development assistance

Qualifications

Series 7
Accident & Health Insurance License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

About G4 Wealth Advisors

G4 Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, dedicated to helping families improve their financial lives through comprehensive financial planning and personalized guidance.

We are seeking a Paraplanner to support our advisors through financial plan preparation, client service, meeting preparation, and implementation support.

This role is ideal for someone who enjoys both financial planning and client interaction and wants to build a long-term career in wealth management.

Responsibilities

Financial Planning Support

· Maintain client financial data within planning software and firm systems.

· Review financial documents and identify planning opportunities.

· Prepare retirement analyses, insurance illustrations, and other planning scenarios.

· Assist advisors in developing planning recommendations.

· Create client meeting agendas, presentations, and supporting materials.

· Track recommendations and implementation activities.

· Attend client meetings and assist with follow-up activities.

· Execute trades with advisor direction and required approvals.

Client Service

· Serve as a point of contact throughout the planning process.

· Assist clients with account questions, money movement requests, and account maintenance.

· Help clients gather and organize information needed for planning.

· Provide timely, professional communication and service.

Team Support

· Maintain accurate client records and documentation.

· Manage multiple priorities and deadlines.

· Collaborate with advisors and team members to ensure a seamless client experience.

Qualifications

Required

· Series 7 License

· Series 66 License (or Series 65 & 63)

· Life, Accident & Health Insurance License

· Strong communication and organizational skills

· High level of professionalism, integrity, and attention to detail

Preferred

· 2+ years of experience in financial services, wealth management, or financial planning

· Experience using MoneyGuidePro, NaviPlan, or similar software

· Experience supporting financial advisors

· CFP coursework or interest in pursuing advanced planning education

Benefits

· 401(k) with company match

· Paid Time Off

· Parental Leave

· Professional development opportunities

· Licensing and continuing education support

Career Growth

We believe in developing talent from within. This role offers opportunities to grow your planning expertise and advance within the firm over time.

Apply Today

If you're passionate about helping people make better financial decisions and want to grow your career in wealth management, we'd love to hear from you.

Pay: $50,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Paid training
Parental leave
Professional development assistance

Work Location: In person

Quick Apply

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