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Paraplanner

GMFG

GMFG

Paraplanner

Saint Paul, MN +1 location
Full Time
Paid
  • Responsibilities
    • Client Service Support
    • Assists in research
    • Analyzes cash flow, budgets, investments, assets and investment allocation summaries
    • Prepares case material for advisors
    • Participates in required meetings, training, and continuing education requirements
    • Assists the Firm’s Senior Financial Planners as requested
    • Performs other duties as assigned
  • Related Article
  • Qualifications
    • A degree in management, finance, economics, or business
    • Active Series 7 license preferred - can be obtained during employment
    • Life, Health license preferred - can be obtained during employment
    • Demonstrated industry experience with direct client contact a plus
  • Compensation
    Competitive
  • Benefits
    • Medical, Dental, Life, ADD
    • 401(k)
    • Health Club Reimbursement
    • PTO
  • Industry
    Financial Services
  • Locations
    Saint Paul, MN • Minneapolis, MN
  • About Us

    Full Service Financial Planning