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Paraplanner & Client Experience Specialist

Job in Windom, Cottonwood County, Minnesota, 56101, USA
Listing for: Legacy Financial Partners
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below
Location: Windom

Legacy Financial Partners seeks a highly energized Paraplanner in Windom, MN to support Financial Advisors in delivering exceptional client service and managing office operations.

The role requires professionalism, quick learning, and strong computer skills to handle calendars, files, and confidential documents in a busy office setting. Full-time with comprehensive benefits and a culture that values service and collaboration.

Are you ready to take on the Paraplanner & Client Experience Specialist role at Legacy Financial Partners?

The position is based in Windom, MN, United States.

This opportunity is part of our work in Finance, Other.

The advertised compensation is 50.000 - 75.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Paraplanner & Client Experience Specialist role in the description above.

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