Firm Overview
We are a second-generation, female-led financial advisory practice in the community of St. Cloud, MN. We are passionate about our community and the work we do with our clients. Our comprehensive wealth management process includes a combination of financial planning, retirement income planning and relationship management. We go far beyond investment advice and help our clients with a full spectrum of topics, including those they have yet to face. We are a small team and collaborate closely to care for our clients. We are energetic, collaborative and client service focused. Our clients always come first. We expect top performance and a can-do, committed attitude from all team members.
Position Overview
The Paraplanner in our firm will ideally be an experienced and securities-licensed individual who can participate in all phases of the services we offer to our clients. You will be responsible for supporting our primary advisor in several key areas, including: meeting preparation and attendance, data gathering and analysis, development of financial planning recommendations, implementation, complex case research and resolution, and overall client service. Additionally, there will be duties around reporting, operations, and anything else that may help to move the business forward. You enjoy high visibility within client relationships. You will be incredibly detailed and organized and able to keep all the balls in the air, no matter what shifts occur. An attractive compensation and benefits package awaits the successful candidate.
This role is an opportunity for mentorship with the potential for tremendous growth. If you are excited and passionate about helping clients in the financial services industry, this environment could be the opportunity you are looking for!
Position Requirements