Job Description:
Are you a Paraplanner looking for a role with more heart? Read on!Our client, a growing, faith-based financial advisory firm in Minneapolis is excited to welcome a talented Paraplanner to their expanding team.
In this key role, you would:
- Serve as an expert to financial advisors on client review preparation and follow up
- Assist with client outreach to gather information for reviews
- Run financial reports and put together financial packets
- Do special research projects
The firm offers a competitive compensation & benefits package, a strong team-based environment, and flexible hours.
A bachelor's degree and 1+ years of financial services experience is required.
If you are ready to work with a company that values its employees as much as its clients, apply today.