Top 2 Paraplanner Jobs in Minnetonka, Mn

Paraplanner
Twin Cities Wealth Advisors —Eden Prairie, MN
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
- Health insurance
- 401(k)
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

Discover related jobs

Based on your search for paraplanner jobs.

Senior Product Manager, Platform Services and Third -Party Capabilities - Optum Financial - Remote
UnitedHealth Group —Eden Prairie, MN
The Senior Product Manager will own product strategy and lifecycle management for key platform partners and capabilities including:
$112,700 - $193,200 a year
Business Analysts – Financial Services
NicoServ —Minneapolis, MN
These professionals will lead the full requirements lifecycle-planning, elicitation, analysis, documentation, and ongoing support- while partnering closely with…
From $60 an hour
Quick Apply

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

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

Paraplanner jobs in Queens, NY

Paraplanner jobs in Orem, UT

Paraplanner jobs in Bellevue, WA

Paraplanner jobs in New York, NY

Paraplanner jobs in Oregon

Paraplanner jobs in Whippany, NJ

Paraplanner jobs in Texas

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

Paraplanner

Twin Cities Wealth Advisors
Eden Prairie, MN

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
401(k)

Qualifications

Customer communication

Full Job Description

Job Summary

We are seeking a proactive and detail-oriented Paraplanner to join our dynamic financial services team. In this role, you will support financial advisors by preparing comprehensive financial plans, conducting research, and ensuring regulatory compliance. Your expertise will help clients achieve their financial goals through tailored wealth management strategies, estate planning advisory services, and investment management solutions. This position offers an exciting opportunity to develop your career in a fast-paced environment dedicated to delivering exceptional client service and innovative financial planning.

Responsibilities

Assist financial advisors in developing personalized financial plans by gathering client data and performing detailed financial analysis using advanced planning software.
Prepare documentation for estate planning, including wills, trusts, and estate law considerations, ensuring accuracy and compliance with industry standards.
Conduct research on investment options, tax implications, and regulatory requirements to support sound financial decision-making.
Support client relationship management efforts by communicating complex financial concepts clearly and professionally.
Perform regulatory due diligence to ensure all client recommendations adhere to current banking regulatory compliance standards and FINRA regulations.
Collaborate with clients on retirement planning advisory services, cash management strategies, and asset management solutions.
Maintain up-to-date knowledge of industry regulations, financial concepts, and market trends to provide informed support to advisors and clients.

Experience

Proven experience practicing in the securities industry with a strong understanding of financial services and investment planning.
Demonstrated expertise in estate planning, including wills, trusts, estate law, and related legal considerations.
Familiarity with financial analysis tools, financial software applications, and industry-specific research methods.
Experience practicing regulatory due diligence within a banking or securities environment is highly desirable.
Strong background in tax concepts, retirement planning advisory services, and wealth management strategies.
Excellent client communication skills with the ability to explain complex financial concepts clearly and confidently.
Knowledge of banking regulatory compliance standards and experience working with financial planning software is preferred.

Join us to be part of a forward-thinking team committed to empowering clients through expert advice and innovative solutions!

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Health insurance

Work Location: In person

Quick Apply

Refine Your Search

paraplanner jobs in minnetonka, mn

Paraplanner

Financial Paraplanner

Discover related jobs

Explore jobs in cities nearby

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

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected