Wealth Paraplanner

Wealth Paraplanner

Alerus is a commercial wealth bank and national retirement provider with one core purpose : helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

Passion for Excellence : : Success is Never Final : : Do the Right Thing : : One Alerus

As a CFP-oriented Wealth Paraplanner, you will support Wealth Advisors and Trust Officers in delivering high-quality, comprehensive financial planning services. This role is ideal for professionals looking to grow into a Wealth Advisor position over time or as a career choice to focus on financial planning long term in support of a team.

Financial Planning Support :

• Prepare and update financial plans using eMoney planning software.
• Maintain accurate client net worth statements and investment summaries.
• Conduct research and analysis on investment options, insurance, tax strategies, and estate planning.
• Stay current on contribution limits, tax planning strategies, and other financial planning topics.

Client Meeting Preparation & Follow-Up :

Portfolio Management :

Client Service & Operations :

Compliance & Documentation :

Team Collaboration & Development :

What You Should Have :

What We Bring To The Table :

Work Environment : Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.