Ascend Financial Group · 2 days ago
Financial Paraplanner
Plymouth, MN
Full-time
Onsite
Entry Level
1+ years expAscend Financial Group is a team of financial planners providing a first-class experience to high-net-worth individuals. They are looking for a detail-oriented Paraplanner to support their team in various financial planning areas including retirement, estate planning, and investment analysis.
Financial Services
Responsibilities
Review and analyze documents, tax returns, statements, etc
Interact with clients to assist with their servicing needs related to their planning
Prepare financial projections and manage client websites through eMoney
Prepare presentations for clients/prospect meetings
Direct communication with industry professionals (e.g. CPAs, Attorneys, Bankers)
Participate in client meetings, actively engaging in discussions and capturing key points through thorough note-taking
Qualification
Required
Bachelor's Degree in Accounting, Finance and/or similar experience in field
1 year of experience in the Finance, Accounting, or Investing Professions
1 year of financial planning experience
Experience utilizing financial planning software (eMoney, MoneyGuide Pro, etc.) to analyze situations and build financial plans
Base understanding of the industry, financial concepts, product and market knowledge, and investment management
High level of proficiency with Microsoft Excel, Word, Outlook
Ability to read and analyze financial documents and spreadsheets
Preferred
Prior advising experience
Series 7 (or 6) and 66 (or 63 and 65) as well as Life, Accident and Health Licenses preferred
Benefits
Full benefits package
Company
Ascend Financial Group
Kyler Harder and his team are a comprehensive financial firm with locations in Minneapolis and Plymouth, MN, Bozeman, MT, and Fargo, ND.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kyler Harder
Owner/Partner
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