Client Concierge & Paraplanner
Listed on 2026-10-06
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Legacy Financial Partners in Minneapolis seeks a highly organized paraplanner to support Financial Advisors, manage client files, schedules, and confidential documents with a high degree of accuracy.
The ideal candidate has at least 2 years of financial services experience, a Bachelor's degree or equivalent, and can become fully licensed within 12 months (SIE, Series 7, 66, Insurance). The role offers a comprehensive benefits package and full-time weekday hours.
Join us at Lfp Consulting as our next Client Concierge & Paraplanner Support in Minneapolis, MN, United States.
We are seeking a motivated Client Concierge & Paraplanner Support to join Lfp Consulting in Minneapolis, MN, United States.
Consider building your career as a Client Concierge & Paraplanner Support at Lfp Consulting.
The Client Concierge & Paraplanner Support position in the Finance, Other field is open for applications.
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