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 is role has the opportunity to make a long-term impact in a client-focused, values-driven environment. About the Role: 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. We're seeking someone who is: 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") Key Responsibilities: 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 Qualifications: 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. Compensation & Benefits: 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. How to Apply 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. Equal Opportunity Employer Fireside Wealth is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Created: 2026-03-06