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Senior Paraplanner: Planning Impact & Growth Path
Job in
Forest Lake, Washington County, Minnesota, 55025, USA
Listed on 2026-06-12
Listing for:
Legacy Capital Wealth Management, LLC
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services
Job Description & How to Apply Below
Legacy Capital Wealth Management, LLC in Minnesota is looking for a detail-oriented Paraplanner to support their advisory team. You'll build and maintain financial plans, prepare client materials, and manage operational tasks, ensuring advisors can focus on client relationships.
Ideal candidates will have 3-5 years of experience in financial services, proficiency in Microsoft Office, and relevant licenses. Strong analytical and organizational skills are essential for success in this hands-on role.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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