Are you a Paraplanner looking for a role with more heart? Read on!

Our client, a growing, faith-based financial advisory firm in Minneapolis is excited to welcome a talented Paraplanner to their expanding team.

In this key role, you would:

• Serve as an expert to financial advisors on client review preparation and follow up
• Assist with client outreach to gather information for reviews
• Run financial reports and put together financial packets
• Do special research projects

The firm offers a competitive compensation & benefits package, a strong team-based environment, and flexible hours.

A bachelor’s degree and 1+ years of financial services experience is required.

If you are ready to work with a company that values its employees as much as its clients, apply today.