Client Service Manager / Paraplanner

Chanhassen, MN

It’s a great time to join our busy, fast growing independent, financial planning firm. Get all the advantages of working with a large company, in a small business environment. Not only do we take pride in what we do, we have fun and change lives everyday!

We’re looking for a smart, motivated, detail-driven individual to work with our exceptional team and clients. We’re a high-energy, close knit team, with a mentoring culture that focuses on ethics, education and excellence. You will work directly with our president, a nationally-known financial advisor and author, who puts the highest value on maintaining a great environment for the entire team. There is no boredom in this job!


Your duties as a Client Service Manager / Paraplanner would include:

  • Providing our clients with a WOW experience so they know they are “the most important people in the world”

  • Helping make our client’s financial future much brighter

  • Managing multiple clients/projects with a smile

  • Preparing our financial advisors for their meetings

  • Tracking and submitting new business to various vendors, money managers and insurance companies

  • Creating financial plans, debt plans, insurance analysis and more

  • Changing lives every day!


Skills / Characteristics required to be considered for this position:

  • A sense of humor

  • A team player who can juggle projects simultaneously

  • The ability to provide world class service to our clients

  • Great communication skills

  • Experience with Microsoft Office (Word, Excel, and PowerPoint)

  • Experience with Customer Relationship Management (CRM) databases

  • On-the-fly problem solving

  • A passion for education, excellence and ethics

  • Knowledge of personal finance and financial planning

  • Detail-driven

  • At least 4 Year College degree, with a B average or better

  • Experience in Financial Services or business / finance degree is very beneficial

  • Securities and insurance licenses are not required but would be a big advantage. They will be needed for future career growth.


We also offer a very generous benefit package, including:

  • A generous health insurance plan

  • PTO of 3 weeks per year

  • A retirement plan

  • Complimentary financial plan

  • Paid Continuing Education and Licensing

  • Bonuses throughout the year based on performance and team spirit

  • A huge potential for growth


To apply, please email with the subject line “Responding to Alyssa” with:

  • A resume 

  • A brief write-up stating why you would be a good candidate and what you have to offer the firm