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Paraplanner: Elevate Client & Ops
Job in
Milbank, Grant County, South Dakota, 57252, USA
Listed on 2026-09-01
Listing for:
Legacy Financial Partners
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Location: Milbank
Legacy Financial Partners in Milbank, SD is seeking a highly organized Paraplanner to support Financial Advisors in a fast-paced office. You will manage calendars, assemble client files, prepare reports, and ensure confidential documentation is accurate.
The ideal candidate has about two years in financial services, a Bachelor's degree or equivalent experience, and the ability to obtain licenses (SIE, Series 7, 66, Insurance) within 12 months.
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