Are you a team player? Are you extremely organized? Do you enjoy learning new things? If so, we would love to hear from you!

Manske Wealth Management is a unique communication-focused wealth management firm that provides meaningful, monthly communication to our clients so they can easily control their investments and accomplish their goals. What sets our team apart from the rest of Wall Street is our systemic dedication to staying in touch with our clients and keeping their other advisors informed. We seek a candidate who is coachable and loves a challenge. We are looking for a service-minded, hard-working individual to join our team. We want someone who is honest, detail-oriented and has a strong sense of “I cannot let my team down.” Our team expects greatness, not perfection, so when a mistake is made, the perfect candidate isn’t derailed because he/she immediately moves mountains to fix it.

As Paraplanner, you will provide support to a Vice President and Partner with the firm by:

creating financial plans
generating reports
opening investment accounts
organizing client lists
managing the practice database
providing phone support
assisting on a variety of projects, both creative and routine
help coordinate with 401ks, TPAs, and payroll providers
assist with filing annual 5500s
collecting census data and year-end questionnaires from employers with 401k plans

We offer excellent benefits, competitive compensation and a topnotch training program that caters to you and your speed. Depending on your comfort/experience with finance, this position could start as an apprentice role on the path to become a Financial Advisor and Partner with the firm. Teammates who like the idea of working for the same company for many years and getting better and better at their specific craft, could have a very rewarding and lucrative career at Manske Wealth Management.

While the following credentials are preferred: bachelor’s degree, Series 65, CFS, CRPC, or CFP, a strong desire to learn and a willingness to be coached are essential. If you’re up for the challenge, let us know of your interest. We look forward to hearing from you!

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Signing bonus

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person