About the Role

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated and detail-oriented Paraplanner to join our growing Lakeville, MN team. This position offers a long-term opportunity to make a meaningful impact in a client-focused, values-driven environment. Location: Lakeville, MN | Hybrid. We value a collaborative, supportive, and client-first culture—our team is affectionately known as the “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 is required
Licensing: Series 7 and/or 66 preferred but not required
Experience: Background in financial planning or client service within a wealth management or advisory practice
Communication Skills: Excellent verbal and written abilities to effectively interact with clients and teammates
Organizational Skills: 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
Cultural Fit: Aligns with our collaborative, supportive, and client-first team environment

Compensation & Benefits

Salary: Competitive range of $65,000-$85,000 per year, commensurate with experience
Classification: Exempt position
Career Opportunity: Stable, long-term role within a high-performing, values-based team
Paid Time Off (PTO): Flexible time-off policy to rest and recharge
Paid Holidays: Observance of major holidays throughout the year
Retirement Plan: 401(k) and Roth 401(k) with a 3% employer contribution
Health Insurance Contribution: Company contributes 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
Hybrid Work Schedule: Opportunity for a hybrid schedule once established in the role

How to Apply

If you value doing meaningful work behind the scenes, bring meticulous attention to detail, and thrive in a supportive team environment, we’d love to hear from you. Please apply by submitting your resume and a brief cover letter.

Equal Opportunity Employer

Fireside Wealth is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Paraplanner

Job Description