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Wealth Planning Paraplanner | Client Ops

Job in Edina, Hennepin County, Minnesota, USA
Listing for: Integrate Wealth Management
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A private wealth advisory practice is seeking an Operations Leader to facilitate client relationship support and general practice management. The ideal candidate will assist in preparing financial plans, manage client interactions through a CRM, and coordinate various projects. This role requires a college degree and 2+ years of relevant experience. A commitment to high ethical standards and compliance is crucial.

This is a full-time entry-level position in Edina, Minnesota, with a salary range of $60,000 to $80,000.
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