Paraplanner - job 2 of 2

OwnPath Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial located in Maple Grove, MN is seeking a full-time licensed Paraplanner. At OwnPath we believe in providing best-in-class client service to all our clients. Our culture emphasizes the value of the work we do for our clients and recognizes the benefit of a having a work/life balance for our employees. We support our employee’s ability to grow within the company.

Our mission: To do what is 100% right for 100% of our clients, 100% of the time. We believe all of this is possible through mutual trust, teamwork, open communication, and constantly seeking to improve.

Job purpose: Serve as a Paraplanner, providing top level service that is in alignment with our values and mission. Work directly with our financial advisors to create plans and recommendations, place trades and work with clients via phone, email, and in person. This position will also assist clients and financial advisors in managing, gathering, and analyzing information pertaining to their finances and investments. You will have the opportunity to sit in on client meetings.

Qualifications: this role requires a bachelor’s degree or higher. We are looking for someone who is licensed with the Series 7, Series 66 and life and health. We are willing to support someone getting licensed within in six months of being hired.

Salary and Benefits:

• Starting at $26 per hour; depending on experience
• Health, dental and vision insurance, 401k with a match, PTO, and paid holidays
• Hybrid work arrangement will be considered

How to Apply:

Please submit the following for consideration:

• Cover letter
• Resume

We are an Equal Opportunity Employer