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Paraplanner Jobs in Minnesota

2 jobs

Client Relationship Manager/Paraplanner Essential Duties and Responsibilities: 1) Serve as primary person to answer phones. 2) Call and or e-mail clients/vendors to schedule upcoming meetings and/or client events. 3) Process, manage and organize new account set-up for all insurance, brokerage, advisory and qualified plans. Process any other paperwork needed for the office. 4) Conduct Para-pla...

Organization/Business Overview: The North Central Associates is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The North Central Associates helps our members analyze their current financial situation, develop in-depth financial programs, and helps them implement an integrated financial strat...