More jobs:
Paraplanner to Financial Planning Lead; Hybrid
Job in
Edina, Hennepin County, Minnesota, USA
Listed on 2026-02-16
Listing for:
The Well
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
A growing wealth management firm in Edina is seeking a Paraplanner to manage planning deliverables and grow into a leadership position within the team. Candidates should have prior financial planning experience and strong client-prep instincts. The role offers a hybrid work model with 3 days in-office and 2 days remote. A CFP designation is expected, and the firm values long-term career development in planning.
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