Paraplanner Growing Into Financial Advisor (Financial Planning)

Location: On-site in White Bear Lake, Minnesota, United States

Base salary: $54,000–$85,000 per year, based on experience and licenses

Company

hirify.global provides financial planning and advisory services through an independent financial advisor franchise.

What you will do

• Support daily financial advisory operations using Thomson One, MoneyGuide Pro, Morningstar, Salesforce, Microsoft Outlook, and Microsoft Office.
• Prepare preliminary financial plans, insurance illustrations, investment reports, charts, graphs, and client-facing product materials.
• Develop portfolio and product recommendations aligned with client risk tolerance, financial goals, and time horizons.
• Process insurance, annuity, and brokerage transactions and maintain accurate client information.
• Gather and analyze client data, resolve service issues, answer questions, and maintain client communication through meetings, phone, and email.
• Support asset allocation, investment, Monte Carlo, retirement income tax planning, compliance, and client review activities.

Requirements

• Series 7, Series 66, life, accident, and health insurance licenses, or willingness to obtain the licenses immediately.
• 2–5 years of experience in the financial planning industry preferred.
• Undergraduate degree in business, economics, or finance; an alternative degree requires additional industry experience.
• Strong attention to detail, organization, communication, and time management.
• Ability to follow legal, regulatory, and compliance requirements and support compliance within the advisor’s practice.
• Willingness to work directly with clients, continue learning, and grow into an independent financial advisor.

Nice to have

• Financial professional designations.
• Entrepreneurial mindset and willingness to develop new client relationships.

Culture & Benefits

• Inclusive and collaborative work environment.
• Opportunity to develop from paraplanner into an independent financial advisor.
• Ongoing education and professional growth opportunities.
• Full-time employment with an independent financial advisor franchise affiliated with hirify.global.