Paraplanner

Paraplanner

Location: Blaine, MN (Status: Full time, Hybrid)

Compensation: $90,000 - $105,000

The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come.

We are an independent financial services firm that has been helping the good people of Minneapolis and the surrounding areas establish and maintain their long-term financial goals since 2001. We are a close, tightly knit, service-oriented team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to our clients so that they always feel they are receiving our utmost attention. Being their advocate is the highest honor for us.

We are excited to have an opportunity to welcome a new Paraplanner to our team! If you have experience as a Paraplanner and love solving problems, we would love to hear from you. We enjoy sharing our experience and knowledge while embracing the unique points of view that new teammates bring to the table.

The attributes that we look for in teammates include:

• Commitment to exceeding client expectations
• Strong interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
• Need and solutions motivated
• Self-starter
• Strong organizational skills
• Proactive and the desire to learn and grow
• Desire to be a long-term contributing member of the team
• Strong attention to detail
• Positive attitude and be a team player

Get in touch today so that we can get to know you! You will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with a senior advisor to tackle complex financial, estate, and tax planning situations and deliver an experience to clients that is second to none.

Interested in more details? As a Paraplanner, you can expect to:

• Provide ongoing support to owner of the firm
• Prepare for client meetings, take notes, complete follow up, and correspond with clients
• Participate and listen carefully in client and planning meetings and translate the discussions into a strategy for data collection
• Complete full financial plans in eMoney performing complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning, asset allocation, risk management, etc.
• Facilitate the implementation of client recommendations while maintaining appropriate compliance requirements
• Work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Escalate account or investment problems and bring to the attention of the senior advisor as needed
• Maintain comprehensive communication records using a contact management system including email, MS Products and other financial software tools
• Stay current on trends in the financial planning area
• Demonstrate job stability and career progression

Qualifications for this role include:

• Bachelor’s degree required
• Series 7, 63 and life and variable insurance licenses required
• CPA or CFP designation a plus
• 3-5 years as a Paraplanner; 3-5 years in the wealth planning industry
• Excellent communication and relationship management skills
• Heavy client facing experience
• Strong computer skills are required: Microsoft Office and ability to learn financial planning software
• Emoney, Holistiplan and Wealthbox knowledge a plus
• Demonstrated job stability and career progression

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

#ZR
 

Powered by JazzHR

0gI3AfH3NG