Client Concierge & Paraplanner Support

Lfp Consulting; Minneapolis (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Employer HSA Contribution

PTO

401(k)

Job summary

Legacy Financial Partners in Minneapolis seeks a highly organized paraplanner to support Financial Advisors, manage client files, schedules, and confidential documents with a high degree of accuracy.

The ideal candidate has at least 2 years of financial services experience, a Bachelor's degree or equivalent, and can become fully licensed within 12 months (SIE, Series 7, 66, Insurance). The role offers a comprehensive benefits package and full-time weekday hours.

Qualifications

• 2 years of Financial Service experience preferred.
• Bachelor's degree or equivalent experience required.
• Capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance).

Responsibilities

• Provide comprehensive administrative support to financial advisors.
• Manage calendars, appointments, and client files with high accuracy.
• Assist with client onboarding and document processing while keeping records complete.

Skills

Calendar management

Client service

Document handling

Data entry

Organizational skills

Education

Bachelor's Degree or Equivalent Experience

Licensing potential in 12 months (SIE, Series 7, Series 66, Insurance)

Tools

Microsoft Office Suite

CRM systems

Job description

Legacy Financial Partners in Minneapolis seeks a highly organized paraplanner to support Financial Advisors, manage client files, schedules, and confidential documents with a high degree of accuracy.

The ideal candidate has at least 2 years of financial services experience, a Bachelor's degree or equivalent, and can become fully licensed within 12 months (SIE, Series 7, 66, Insurance). The role offers a comprehensive benefits package and full-time weekday hours.