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Paraplanner

Employer
Robert Half Finance & Accounting
Location
Minneapolis
Salary
Competitive

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Description


Our client a well-established and highly success financial advisory firm is seeking a The para-planner and or associate financial advisor to join the firm. In this position you will primarily assist financial advisor(s) in the financial planning workflow using digital tools to deliver financial planning services. You will also provide client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans. The position requires 2+ years' experience as a paraplanner or financial advisor, a series 7 and 63 licenses, excellent communication skills, and great client interaction capabilities This attractive growth position offers an attractive base salary, commissions and excellent benefits. IF you are interested please message Douglas Rickart on my LinkedIn page or call Doug at REF # 02808835


Requirements Securities License, Financial Planning


Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.


Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.


Questions? Call your local office at 1.. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit for more information.


?? 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use () .


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