Paraplanner

Paraplanner Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial

Location:

Lakeville, MN | Hybrid

Are you a detail-oriented, personable financial professional who thrives on supporting clients and advisors behind the scenes? Fireside Wealth, an Ameriprise Financial practice in Lakeville, MN, is seeking a motivated and detail-oriented Paraplanner to join our growing team. This role has the opportunity to make a long-term impact in a client-focused, values-driven environment.

As a key member of our service team, the Paraplanner will provide critical support to the lead advisor by preparing financial plans, conducting investment research, and supporting day-to-day client service needs. This is a great fit for someone who enjoys working in a collaborative environment and is passionate about providing high-quality client care, without the pressure to move into an advisory role in the near future.

• Licensed (Series 7 and/or 66 preferred) are a plus but not required
• Experienced in financial planning or client service within a wealth management or advisory practice
• Long-term Paraplanner role with potential to grow into an Associate Financial Advisor in 3–5 years
• Professional, approachable, and enjoys building relationships
• Meticulous with details and skilled at follow-through
• An excellent communicator – both verbal and written
• A strong cultural fit with our collaborative, supportive, and client-first team (aka our "Kite")

• Prepare and update financial plans and investment proposals
• Assist with client meeting prep and follow-up actions
• Process investment trades and account service requests
• Research investment options and product solutions
• Maintain client records and documentation in CRM systems
• Support overall office operations and advisor workflow

• Education:
  
  Associate’s degree or higher in a related field required.
• Communication
  
  Skills:
  
  Excellent verbal and written communication abilities to effectively interact with clients and team members.
• Organizational
  
  Skills:
  
  Ability to manage multiple priorities with accuracy and efficiency.
• Attention to Detail:
  Commitment to delivering high-quality, error-free work.
• Technical Proficiency:
  Comfortable with standard office software and open to learning new tools.
• Client-Focused Mindset:
  Passion for building strong client relationships and delivering exceptional service.

• Competitive compensation: $65,000-$85,000 per year, commensurate with experience
  • Classification:
    Exempt position
• A stable, long-term career opportunity within a high-performing, values-based team
• Supportive and respectful office culture where your contributions are truly valued
• Paid Time Off (PTO):
  Flexible time-off policy to relax and recharge.
• Paid Holidays:
  Enjoy time off for major holidays throughout the year.
• Retirement Plan: 401(k) and Roth 401(k) with 3% employer contribution.
• Health Insurance Contribution: 70% of the employee premium and 50% of the premium for dependents covered.
• Dental Insurance:
  Available for employees
• Disability and Life Insurance:
  Company-provided disability coverage and basic life insurance included.
• Hybrid
  
  Work Schedule:
  
  Opportunity for a hybrid schedule once established in the role.

If you're someone who values doing great work behind the scenes, brings strong attention to detail, and thrives in a supportive team environment – we’d love to connect with you.

Apply by submitting your resume and a short cover letter.

Fireside Wealth is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.