Benefits:

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Job Title: Entry-Level Paraplanner / Financial Planning Assistant Location: Edina, MN Job Type: Full-Time Reports To: Lead Financial Advisor / CFP® Compensation: $50,000 - $60,000 Based on Experience

Job Summary:

We are seeking a detail-oriented and motivated Entry-Level Paraplanner / Financial Planning Assistant to support our advisory team in delivering high-quality financial plans and exceptional client service. This role is ideal for a recent graduate or career starter interested in gaining hands-on experience in the financial planning profession with a path toward becoming a Financial Advisor or CFP®.

Key Responsibilities:

Assist in preparing financial plans, retirement projections, and investment analysis under the direction of a lead advisor

Input and maintain accurate client data in financial planning software (e.g., eMoney)

Support the creation of meeting prep materials, client summaries, and follow-up action items

Gather and organize client documents, including tax returns, account statements, and insurance policies

Draft and review client correspondence, emails, and documentation

Assist in monitoring account activity and helping ensure timely implementation of recommendations

Maintain CRM records and assist with scheduling, calendar management, and client follow-ups

Stay informed about financial planning topics, products, and regulatory changes

Participate in team meetings and training to build planning knowledge and technical skills

Qualifications:

Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field

Desire to pursue industry licensing, including SIE, Series 7, Series 66, and Life Insurance licenses

Desire to pursue CFP® certification (or currently enrolled in a CFP® education program)

Strong organizational and time management skills

Excellent written and verbal communication skills

High attention to detail with a commitment to accuracy

Proficient in Microsoft Office (Excel, Word, Outlook); familiarity with CRM or planning software a plus

Professional demeanor and interest in a client-focused career

Preferred But Not Required:

Internship or previous experience in a financial planning or advisory firm

Familiarity with custodians (e.g., Schwab, Fidelity, LPL, TD Ameritrade)

Experience with financial planning tools or CRMs (e.g., Redtail, Wealthbox)

Benefits:

Support for CFP® coursework or licensing

Ongoing training and professional development

Health insurance and retirement benefits (if applicable)

Clear career path toward a lead planning or advisory role

Collaborative and client-focused team environment