Client Concierge & Paraplanner Support
Lfp Consulting
Legacy Financial Partners in Minneapolis seeks a highly organized paraplanner to support Financial Advisors, manage client files, schedules, and confidential documents with a high degree of accuracy. The ideal candidate has at least 2 years of financial services experience, a Bachelor's degree or equivalent, and can become fully licensed within 12 months (SIE, Series 7, 66, Insurance). The role offers a comprehensive benefits package and full-time weekday hours. #J-18808-Ljbffr Lfp Consulting
Vacancy posted 3 days ago
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