At Parr McKnight Wealth Management Group, we are committed to hiring driven and talented professionals who thrive in a dynamic, client-focused environment. Our firm is built on a culture of collaboration, excellence, and continuous growth—where every team member is valued and supported.
If you are passionate about wealth planning and investment management and are eager to make a meaningful impact while growing within a highly supportive team, we’d love to hear from you.
We are currently hiring for the following positions:
Careers
Thank you for your interest in joining The Parr McKnight Wealth Management Group. While we’re not actively hiring at this time, we’re always looking to connect with talented professionals who share our commitment to excellence and client service. If you’d like to be considered for future opportunities, feel free to check back periodically or send your resume and a brief introduction to careers@pmwmg.com.
At Parr McKnight Wealth Management Group, we are committed to hiring driven and talented professionals who thrive in a dynamic, client-focused environment. Our firm is built on a culture of collaboration, excellence, and continuous growth—where every team member is valued and supported.
If you are passionate about wealth planning and investment management and are eager to make a meaningful impact while growing within a highly supportive team, we’d love to hear from you.
We are currently hiring for the following positions:
Careers
Thank you for your interest in The Parr McKnight Wealth Management Group. We are currently hiring a full-time Operations & Technology Associate to support our operations and technology teams, ensuring smooth workflows and providing technology support that keeps our firm running smoothly. Submit your information below to apply. We will review applications on a rolling basis until the position is filled. If you haven’t heard from us within a reasonable time, please contact us at to careers@pmwmg.com.
POSITION SUMMARY
We’re hiring an Operations & Technology Associate to support and strengthen our growing back office. You’ll manage workflows, process client transactions, and provide technology support that keeps our firm running smoothly. This dual-function position supports both the operations and technology functions within our firm. You’ll partner with our team to ensure client workflows are efficient, systems and platforms are maintained, and technology issues are resolved promptly. Over time, this role may expand into broader technology initiatives such as workflow automation, systems integration, and information security as the firm’s needs evolve. Ideal candidates will thrive in a fast-paced, detail-oriented environment and be excited to wear multiple hats within a dynamic team.
WHO YOU ARE
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A collaborative, positive team player who lives our core values
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Meticulous attention to detail and strong organizational skills
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Excited to contribute to a culture that values curiosity, humor, and accountability
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Thrives in a fast-paced environment and capable of managing multiple priorities
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Comfortable with technology, including CRM systems and Microsoft Office
QUALIFICATIONS
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2+ years’ experience in RIA, broker-dealer, or financial operations role.
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Experience with custodians, transaction processing, and trading systems
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Proficiency with:
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Microsoft Excel (pivot tables, XLOOKUP, reporting)
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SharePoint (site management, permissions, workflows)
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CRM platforms (Wealthbox preferred; Salesforce or similar)
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Strong troubleshooting and organizational skills
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Bachelor’s degree in finance, business, technology, or related field preferred
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Series 65 license a plus
COMPENSATION & BENEFITS
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Base Salary: $70,000, commensurate with experience
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Bonus: Eligibility for an annual performance-based bonus
KEY RESPONSIBILITIES
Operations:
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Support client onboarding and account maintenance
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Process client transactions (money movements, ACATs, wires, journals)
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Assist with workflows, tasks, data collection, and CRM updates
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Complete custodian paperwork and liaise with custodians to resolve issues
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Generate and analyze reports for operations and compliance needs
Trading:
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Execute trades and rebalances (via Orion/Fusion or custodian platforms)
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Conduct pre-trade checks, post-trade reconciliation, and resolve exceptions
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Maintain trading accuracy and ensure regulatory compliance
Technology & Systems
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Liaise with Managed Service Provider (MSP) for IT tickets and issues
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Maintain the firm’s technology inventory (computers, printers, licenses, equipment)
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Support and optimize SharePoint document storage and workflows
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Administer and maintain CRM records, workflows, and reporting
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Build and refine workflows across firm systems to improve efficiency
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Provide troubleshooting support for technology issues
WHY JOIN US?
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Family-Oriented Culture: Become part of a close-knit team where camaraderie and client relationships come first.
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Professional Growth: We encourage lifelong learning and provide continuous training, mentorship, and support.
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Competitive Benefits: Enjoy a comprehensive benefits package, performance-based bonuses, and a work environment that values work-life balance.
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Unique Client Experience: Join a team known for creating lasting client connections, celebrating milestones, and delivering exceptional client service.
ABOUT US
Parr McKnight Wealth Management Group is an established wealth management firm dedicated to helping people live their best lives. We’re honored to serve individuals, families, and professionals with diverse and complex financial needs. At Parr McKnight, we foster a collaborative, family-oriented culture where every team member is valued, supported, and encouraged to grow. Our team takes pride in delivering high-touch service, working together seamlessly, and going above and beyond to make a meaningful impact for each client.
We’re proud of our collaborative, high-touch culture—rooted in five core values:
We Genuinely Care • We Get Stuff Done • We Go the Extra Mile • We Are Resilient • We Have a Growth Mindset
If you’re a superstar who wants to grow in a dynamic and supportive environment, we’d love to hear from you. Submit a current resume below. Questions regarding this opportunity? Please call 612-324-0235.
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At Parr McKnight Wealth Management Group, we are committed to hiring driven and talented professionals who thrive in a dynamic, client-focused environment. Our firm is built on a culture of collaboration, excellence, and continuous growth—where every team member is valued and supported.
If you are passionate about wealth planning and investment management and are eager to make a meaningful impact while growing within a highly supportive team, we’d love to hear from you.
We are currently hiring for the following positions:
Careers
Thank you for your interest in The Parr McKnight Wealth Management Group. We are currently hiring a Financial Services Intern to join our internship program in downtown Minneapolis. This is a paid, hands-on learning experience where you’ll gain real exposure to the financial services industry while working alongside advisors, leadership, and our executive support team. If you're interested, submit your application via LinkedIn. We will review applications on a rolling basis until the position is filled. If you haven’t heard from us within a reasonable time, please contact us at careers@pmwmg.com.
Contact Information
(612) 324- 0240
333 South 7th Street, Suite 2370
Minneapolis, MN 55402
Parr McKnight Wealth Management Group, LLC (“PMWMG”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of PMWMG by the SEC nor does it indicate that PMWMG has attained a particular level of skill or ability.
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