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:
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
