Join Our Team!

We are seeking a dynamic and proactive Financial Paraplanner to join our growing team. As a vital component of our financial planning and investment advisory services, this role involves working closely with a financial advisor to provide comprehensive support in a financial planning firm. If you are passionate about helping clients achieve their financial goals and possess a keen analytical mind, this is the perfect opportunity for you.

Role Overview:

· Position: Financial Paraplanner

· Location: St. Louis Park, MN

· Employment Type: Full-Time, In-Person

Key Responsibilities:

· Collaborate with financial advisors to develop and implement comprehensive financial plans and investment strategies.

· Provide investment advisory support, including market research and analysis.

· Utilize advanced Excel skills to create financial models and perform data analysis.

· Assist in the preparation of financial reports and client presentations.

· Engage in client meetings to understand their financial goals and requirements.

· Ensure compliance with financial regulations and standards.

Education and Certification Requirements:

· A degree in Finance, Economics, or a related field is preferred, but not required.

· Candidates must possess or be willing to obtain Series 7 and Series 66 licenses.

Skills and Abilities:

· Strong analytical skills and a detail-oriented approach.

· Exceptional written and verbal communication abilities.

· Proactive attitude with the ability to work both in a team and independently.

· Strong project management skills, including prioritization, documentation, and the ability to manage multiple tasks simultaneously.

· A commitment to delivering high-quality service to clients, with a focus on identifying, meeting, and following through with client tasks.

Work Environment:

This position is set in a fast-paced environment where quick thinking and adaptability are essential. The ideal candidate will thrive under pressure and demonstrate a continuous drive for professional development.

Why Join Us?

We offer a supportive and collaborative workplace culture and opportunities for professional growth, and a competitive benefits package including vacation, sick leave, and a 401k match. Be part of a team that values innovation and is dedicated to making a positive impact on our clients' financial futures.

Apply Now!

If you are ready to take the next step in your career and contribute to our mission of providing exceptional financial planning and advisory services, we would love to hear from you. Please send your resume and a cover letter explaining why you are the ideal candidate for this role to mvedadi@signaturewealthmn.com.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Professional development assistance
• Retirement plan

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Ability to Relocate:

• Minneapolis, MN 55416: Relocate before starting work (Required)

Work Location: In person