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Paraplanner
GMFG
Paraplanner
Saint Paul, MN
+1 location
Full Time
Paid
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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
What Is a Financial Analyst?
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
facebook.com/greatermidwestfinancialgroup