Paraplanner

Paraplanner – Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial  
Location: Lakeville, MN | Remote 

Are you a detail-oriented, personable financial professional who thrives on supporting clients and advisors behind the scenes? We’re looking for a Paraplanner to join our tight-knit service team located in Lakeville, MN. 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 

What We Offer: 

• Competitive compensation: $65,000-$75,000 per year, commensurate with experience 

• A stable, long-term career opportunity within a high-performing, values-based team 

• Supportive and respectful office culture where your contributions are truly valued 

• 4% employer 401(k) contribution (with Roth 401(k) option available) 

• Medical, dental, and long-term disability benefits 

• Opportunities for professional development and continuing education 

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.