The Well · 22 hours ago
Associate Paraplanner
Edina, MN
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $70K/yr
0+ years expThe Well is a growing, fee-only wealth management firm based in Minneapolis. They are seeking an Associate Paraplanner to support advisors and the financial planning team by preparing materials, coordinating workflows, and ensuring successful client meetings.
Staffing & Recruiting
Hiring Manager
Ashlee Klingler
Responsibilities
Prepare and organize materials for client meetings (planning outputs, net worth information, supporting documents)
Support the financial planning process by gathering client information and helping compile planning deliverables
Build and maintain planning-focused spreadsheets and reports (Excel)
Partner closely with advisors and internal teams to ensure planning deliverables are accurate and timely
Contribute to special projects and process improvements as needed
Collaborate in a hybrid team environment with strong communication and follow-through
Qualification
Required
4-year degree required (field of study is flexible)
0+ years of experience required (strong entry-level candidates are welcome)
High attention to detail and comfort working with numbers
Strong written and verbal communication skills
Coachable, proactive, and team-oriented
Benefits
401(k)
Health insurance
Disability insurance
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase