Location

Eagan, MN 55121
Lakeville, MN – Hybrid

About the Role

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented Paraplanner to join our Lakeville, MN team. This is a long-term position with the potential to advance to Associate Financial Advisor within 3–5 years, set in a client-focused, values-driven environment with a collaborative culture and hybrid work options.

Your Profile

Licensed (Series 7 and/or 66) are a plus but not required
Experience in financial planning or client service within a wealth management or advisory practice
Long-term Paraplanner role with potential to grow into an Associate Financial Advisor in 3–5 years
Professional, approachable, and enjoys building relationships
Meticulous with attention to detail and strong follow-through
Excellent communicator—both verbal and written
Strong cultural fit with a collaborative, supportive, client-first team (our “Kite”)

Key Responsibilities

Prepare and update financial plans and investment proposals
Assist with client meeting preparation and follow-up actions
Process investment trades and account service requests
Research investment options and product solutions
Maintain client records and documentation in CRM systems
Support overall office operations and advisor workflow

Qualifications

Education: Associate’s degree or higher in a related field required
Communication: Excellent verbal and written communication abilities to interact with clients and team members
Organizational: Ability to manage multiple priorities with accuracy and efficiency
Attention to Detail: Commitment to delivering high-quality, error-free work
Technical Proficiency: Comfortable with standard office software and open to learning new tools
Client-Focused Mindset: Passion for building strong client relationships and delivering exceptional service

Compensation & Benefits

Compensation: Competitive salary of $65,000–$85,000 per year, commensurate with experience. This is an exempt position.

Career Opportunity: A stable, long-term career within a high-performing, values-based team.

Culture: Supportive and respectful office environment where your contributions are valued.

Paid Time Off (PTO): Flexible time-off policy to relax and recharge
Paid Holidays: Holidays observed throughout the year
Retirement Plan: 401(k) and Roth 401(k) with 3% employer contribution
Health Insurance Contribution: 70% of the employee premium and 50% of the premium for dependents
Dental Insurance: Available for employees
Disability and Life Insurance: Company-provided disability coverage and basic life insurance included
Hybrid Work Schedule: Opportunity for a hybrid schedule once established in the role

How to Apply

If you value doing important behind-the-scenes work, bring strong attention to detail, and thrive in a supportive team setting, we’d love to hear from you. Please submit your resume and a brief cover letter to apply.

Equal Opportunity Employer

Fireside Wealth is an equal opportunity employer. We welcome applicants from all backgrounds and experiences.

Paraplanner

Job Description