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Financial Planning Assistant — On-Site; Plymouth
Job in
Plymouth, Hennepin County, Minnesota, USA
Listed on 2026-06-15
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Finance Assistant, Financial Advisor / Consultant
Job Description & How to Apply Below
Wealth Enhancement Group in Plymouth, MN seeks a Financial Advisor Assistant to support two Financial Advisors with client onboarding and relationship management. Your role will include maintaining accurate documentation, preparing financial plans, and providing high-quality client service.
The ideal candidate has a bachelor's degree in finance, 2 years in financial services, and strong organizational skills. This position offers a base salary of $70,000 to $80,000, plus benefits.
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