New Brighton, MN RIA seeking Paraplanner (New Brighton MN)

Valtinson Bruner Financial Planning

compensation: Based on experience
employment type: full-time
job title: Paraplanner
We are a comprehensive financial planning and tax firm located in New Brighton, MN. We are searching for a knowledgeable and client-focused paraplanner to join our team. The paraplanner will assist the lead planners with day-to-day tasks involving clients' financial plans, situations, and needs. If you are looking for an opportunity with a rapidly growing boutique firm, this is the role for you.

• Supporting the lead advisor with ongoing needs.
• Meeting preparation, assisting during client meetings, client follow-up, summarizing notes, emails, phone calls, and financial data. Managing meeting schedules for lead advisor and clients.
• Completing data entry into CRM and Financial Planning software.
• Assist in assessing clients' financial situations, understand their needs, and develop tailored financial strategies.
• Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims.
• Place trades or rebalance client investment accounts
• Advise on financial products and services, ensuring the best options are chosen for individual client needs.
• Continuously monitor financial market trends and products to provide current and suitable advice.
• Work closely with other financial professionals in the firm to deliver comprehensive financial solutions.
• Assist clients in establishing retirement goals and develop strategies to ensure clients have the financial means to retire comfortably.
• Advise on tax-efficient strategies, considering current tax laws and potential tax implications of various financial decisions.
• Help clients structure their estates to address current and future needs while minimizing tax liabilities.
• Provide advice on managing and paying down debts, refinancing, and leveraging credit wisely.
• Regularly review and adjust financial plans based on changes in clients' circumstances, economic conditions, or financial goals.
• Be open to establishing relationships with other professionals, like lawyers or accountants, to provide a holistic service to clients.
• Ensure all client communications, recommendations, and actions are compliant with industry regulations and company policies.
• Stay updated with the latest financial planning techniques, tools, and certifications to provide top-tier advice and maintain professional credibility.
• Maintain thorough and accurate records of all client interactions, recommendations, and transactions.
• CFP® or candidate for CFP® is preferred, other experience in financial planning also considered
• At least 1-3 years of experience in the financial planning profession
• Bachelor's degree required; Financial Planning or Finance emphasis preferred
• Growth mindset and ambition to excel in financial planning
• Ability to multi-task and complete tasks in a timely manner
• Experience with eMoney, Redtail, Excel, Ycharts is a plus
• Coachable and willing to be flexible and proactive
• Competitive compensation based on experience
• Paid time off
• 401k with safe harbor match
• Health insurance
• Bonus opportunity

  • Principals only. Recruiters, please don't contact this job poster.

post id: 7748845551


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