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Financial Analyst Financial Consultant

Emerging Paraplanner: Financial Planning & Client Prep

Job in Edina, Hennepin County, Minnesota, USA
Listing for: SkyWater Search Partners
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
A local wealth management firm is seeking a Paraplanner to support financial planning and client service. The role includes gathering client data, preparing materials for meetings, and conducting data analysis for financial plans. This position is perfect for someone early in their financial services career who excels in an organized, collaborative environment. It offers the chance to learn and grow within the financial planning profession.
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