SkyWater Search Partners · 4 days ago
Associate Paraplanner
Edina, MN
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $70K/yrSkyWater Search Partners is partnering with a well-respected, local wealth management firm to add a Paraplanner to their growing team. This role directly impacts the quality of service clients receive by supporting advisors and internal teams with financial planning preparation, operational support, data management, and client meeting readiness.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Assist in gathering essential client data to prepare comprehensive financial plans
Perform data entry and processing
Develop supporting data analysis, such as cash flow projections, education funding, life insurance needs, Social Security analysis, stock option modeling, and other planning calculations
Prepare materials and assemble net worth statements for new and existing client meetings
Compile portfolio analysis reports and ensure data accuracy
Support the advisory team with ad hoc client projects
Qualification
Required
Bachelor's degree in Finance, Business or related field
Strong interest in pursuing the CFP®
Exceptional attention to detail, accuracy, and comfort working with numbers
Strong written and verbal communication skills
Team-oriented, collaborative nature with an entrepreneurial mindset
Proficiency in Microsoft Word, Outlook, PowerPoint, and Excel, and ability to learn new systems quickly
Company
SkyWater Search Partners
SkyWater Search Partners is an executive search firm that specializes in short list recruitment and placement.
Founded in 2013
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Hoffarber
Managing Partner
Recent News
Business Journals
2023-08-17
2022-08-12
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