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Paraplanner in Wealth Advisory — Hybrid, Path
Job in
Eagan, Dakota County, Minnesota, USA
Listed on 2026-03-07
Listing for:
HRCoach
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A Private Wealth Advisory Firm in Lakeville, MN is seeking a motivated Paraplanner to support advisors by preparing financial plans and managing client relations.
This role offers the chance to work in a collaborative team environment without immediate pressure to transition into an advisory role. Ideal candidates will possess strong attention to detail, excellent communication skills, and a passion for high-quality client service. Competitive compensation ranges from $65,000 to $85,000 annually, based on experience, with a supportive office culture.
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