Paraplanner: Elevate Client & Ops
Listed on 2026-10-06
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Compliance
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.
We are seeking a motivated Paraplanner:
Elevate Client Experience & Ops to join Legacy Financial Partners in Milbank, SD, United States.
For the Paraplanner:
Elevate Client Experience & Ops position at Legacy Financial Partners, we are reviewing applications now.
Step into the Paraplanner:
Elevate Client Experience & Ops role at Legacy Financial Partners in Milbank, SD, United States and grow with us.
Please review the full job details above before applying.
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