BGM Wealth Partners is a successful, independent RIA Financial Planning and Wealth Management firm located in Bloomington, MN. Our team and clients benefit by the additional expertise of our highly qualified affiliated companies that include accounting and trust operations.

We believe that understanding our clients’ lifestyle and goals, addressing their current and long-term concerns, and developing comprehensive financial plans is essential in maintaining and increasing our clients’ wealth. We measure success not by comparing returns with those of other managers, but by clients' satisfaction in meeting life goals. To this end, we seek a Paraplanner to join our team that will support the Lead Wealth Partners through planning support. This position has a hybrid work arrangement. As a Paraplanner, you have the flexibility to work from home, but you are expected to attend in-person client meetings and weekly team meetings at our office.

• This position has a diverse and busy schedule that includes:
• Gathering client information and inputting data for financial plan preparation and review
• Providing assistance to Lead Advisors on all aspects of client service
• Participating in client meetings, tracking and completing follow up items generated by client meetings
• Process investment changes in client accounts

Successful candidate will have the following skills and knowledge:

• Excellent communication skills (verbal, written and listening)
• Excellent time management, strong organizational skills, and an ability to prioritize multiple tasks and anticipate potential problems
• Excellent follow-up and follow-through capabilities
• Highly motivated individual who takes initiative and works independently to manage workload
• Proficient in Microsoft Office Suite (Outlook, Excel, Teams)
• Familiarity with the following industry related programs considered a plus: Charles Schwab, Salesforce, MoneyGuidePro, Tamarac, Holistiplan
• Certified Financial Planning (CFP®) certification or coursework towards certification

Our culture stresses integrity, independence, accountability, inquisitiveness, and industry passion to seek and share knowledge. While some previous experience would be useful, candidates with a diverse background are welcome to apply! We are willing to share our knowledge with someone eager to learn.

BGM Wealth Partners offers competitive compensation, and benefits including medical, dental, vision, life insurance, 401(k) plan, paid holidays, paid time off, reimbursement for educational expenses and professional dues. Our employees benefit from an established and growing clientele, an entrepreneurial environment that emphasizes personal growth, and a flexible work arrangement.

BGM Wealth is an Equal Opportunity Employer

For more information about our firm, please visit our website at www.bgmwealth.com. Please direct your cover letter and resume to: svillaume@bgm-cpa.com