Paraplanner Client Impact & Financial Planning
Job in
Brookings, Brookings County, South Dakota, 57007, USA
Listed on 2026-08-30
Listing for:
Legacy Financial Partners
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
Legacy Financial Partners in Brookings, SD seeks a Paraplanner to support Financial Advisors in a busy office environment. The role requires professionalism in appearance and communication, strong computer skills, and the ability to learn quickly while handling client materials and planning documents.
The paraplanner will assist with client meetings, financial reports, and onboarding processes, ensuring accuracy and compliance across documents and workflows.
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