Paraplanner: Private Wealth Client Prep Pro

ClearPath Wealth Management-A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC; Eagan (MN); On-site; USD 55,000 - 75,000; Full time

Job summary

ClearPath Wealth Management, a private wealth advisory practice, is seeking a paraplanner based in Eagan, MN. The role supports client relationship and practice management by gathering client data, preparing preliminary financial plans, and coordinating projects and trades for a fast-paced advisory team.

You will document client interactions, assist with planning updates, and help ensure regulatory compliance while maintaining high professional standards.

Qualifications

• 2+ years of similar paraplanner work experience.
• Eligible to study for federal/state licenses (Series 7, Series 66) and life/health licenses.

Responsibilities

• Prepare client and prospect data for meetings (pre-meeting prep).
• Document client interactions, contact, and trades in CRM.
• Assist with Financial Planning implementation and updates.
• Produce annuity and insurance illustrations and reprojections.
• Handle trading and related documentation.

Skills

Client communication

Attention to detail

Time management

Multi-tasking

Regulatory compliance

Education

Series 7

Series 66

Life/Health licenses

Tools

CRM software

Financial planning tools

Job description

ClearPath Wealth Management, a private wealth advisory practice, is seeking a paraplanner based in Eagan, MN. The role supports client relationship and practice management by gathering client data, preparing preliminary financial plans, and coordinating projects and trades for a fast-paced advisory team.

You will document client interactions, assist with planning updates, and help ensure regulatory compliance while maintaining high professional standards.