Paraplanner

Location

• Eagan, MN 55121
• Lakeville, MN – Hybrid

About the Role

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented Paraplanner to join our Lakeville, MN team. This is a long-term position with the potential to advance to Associate Financial Advisor within 3–5 years, set in a client-focused, values-driven environment with a collaborative culture and hybrid work options.

Your Profile

• Licensed (Series 7 and/or 66) are a plus but not required
• Experience 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 attention to detail and strong follow-through
• Excellent communicator—both verbal and written
• Strong cultural fit with a collaborative, supportive, client-first team (our “Kite”)

Key Responsibilities

• Prepare and update financial plans and investment proposals
• Assist with client meeting preparation 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: Excellent verbal and written communication abilities to interact with clients and team members
• Organizational: 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

Compensation: Competitive salary of $65,000–$85,000 per year, commensurate with experience. This is an exempt position.

Career Opportunity: A stable, long-term career within a high-performing, values-based team.

Culture: Supportive and respectful office environment where your contributions are valued.

• Paid Time Off (PTO): Flexible time-off policy to relax and recharge
• Paid Holidays: Holidays observed 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
• 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 value doing important behind-the-scenes work, bring strong attention to detail, and thrive in a supportive team setting, we’d love to hear from you. Please submit your resume and a brief cover letter to apply.

Equal Opportunity Employer

Fireside Wealth is an equal opportunity employer. We welcome applicants from all backgrounds and experiences.