Top 2 Paraplanner Jobs in Minneapolis, Mn

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
Quick Apply
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)
Quick Apply
1d

Discover related jobs

Based on your search for paraplanner jobs.

Wealth Management Trainee (MN)
Bankers Life —Minneapolis, MN
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Senior Financial Analytics Consultant - Remote
Optum —Plymouth, MN
Proven experience driving business performance in a high growth environment. Establish and implement financial performance metric audits and testing to ensure…
$91,700 - $163,700 a year
2d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

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
1d

I want to receive the latest job alert for paraplanner in minneapolis, mn

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

paraplanner jobs near minneapolis, mn

Paraplanner jobs in Minneapolis, MN

Paraplanner jobs in Topeka, KS

Paraplanner jobs in Remote; Work From Home

Paraplanner jobs in Orlando, FL

Paraplanner jobs in Miami, FL

Paraplanner jobs in Walnut Creek, CA

Paraplanner jobs in Tempe, AZ

Paraplanner jobs in Maryland

Paraplanner jobs in Hartford, CT

Paraplanner jobs in Falls Church, VA

Paraplanner jobs in Bolingbrook, IL

Paraplanner jobs in California

Financial Paraplanner

Ascend Financial Group -
Minneapolis, MN

Quick Apply

Job Details

Full-time
$50,000 - $75,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Referral program
Retirement plan

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Customer service
Finance
Bachelor's degree
Attention to detail
Organizational skills
Communication skills
Financial education

Full Job Description

Position Overview:

Ascend Financial Group is a team of financial planners providing a first-class experience to high-net-worth individuals, business owners, families, and individuals. We are looking to expand our team through professional, bright, detail-oriented, self-motivated, and passionate individuals in a Paraplanner role. Paraplanners are responsible for supporting our team as we address key areas of financial planning for our clients: retirement and estate planning, education funding, income tax planning, investment analysis, and cash flow analysis. This role provides a great opportunity to grow in a very fulfilling career with an elite financial planning practice and to learn from top advisors.

Paraplanner Role:

· Review and analyze documents, tax returns, statements, etc.

· Interact with clients to assist with their servicing needs related to their planning

· Prepare financial projections and manage client websites through eMoney

· Prepare presentations for clients/prospect meetings

· Direct communication with industry professionals (e.g. CPAs, Attorneys, Bankers)

· Participate in client meetings, actively engaging in discussions and capturing key points through thorough note-taking

Characteristics:

· Effective oral and written communication skills to successfully interact with prospects, clients, and other financial professionals

· Highly developed level of discretion and sound judgment

· Strong organizational skills and the ability to work within deadlines

· Ability to work effectively with and add value to a goal-oriented team

Preferred Qualifications:

Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)
Approximately 1 year of experience in financial services, accounting, investing, or a related field
Financial planning experience
Experience using financial planning software such as eMoney, MoneyGuidePro, or similar platforms
Basic understanding of financial planning concepts, investment management, financial products, and market fundamentals
Proficiency in Microsoft Excel, Word, and Outlook
Ability to read and analyze financial documents and spreadsheets
Series 7 (or 6) and 66 (or 63 and 65), as well as Life, Accident & Health licenses

Salary range (50k-75k) is based on experience, credentials and licenses. This full-time opportunity offers a fast-paced work environment, a long-term career path, a full benefits package, and a fundamental role in the growth of our team.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Referral program
Retirement plan

Physical Setting:

In Office Daily (Required)

Schedule:

Monday to Friday
No weekends
Federal Holiday Observance

Job Type: Full-time

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

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Referral program
Retirement plan

Physical Setting:

Office

Experience:

Financial planning: 1 year (Preferred)

Ability to Commute:

Minneapolis, MN 55447 (Required)

Ability to Relocate:

Minneapolis, MN 55447: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

paraplanner jobs in minneapolis, mn

Financial Paraplanner

Financial Paraplanner

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for paraplanner in minneapolis, mn

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected