Grace Knauff
Edina,MN
Summary
Diligent Paraplanner experienced in financial planning, research, and analysis. Delivered precise financial advice and devised suitable financial plans through effective utilization of financial planning software. Focused on embracing new challenges while demonstrating strong work ethic, adaptability, and exceptional interpersonal skills.
Overview
4
4
years of post-secondary education
1
1
year of professional experience
Work History
Paraplanner and Client Service Associate
Ameriprise Financial LLC - Strand and Associates
Minnetonka, Minnesota
03.2026 - Current
- Supported advisors by preparing comprehensive financial agendas, enhancing client decision-making with retirement projections, cash-flow updates, insurance reviews, and investment recommendations.
- Updated planning records in Ameriprise systems, ensuring accuracy of client information for effective financial planning.
- Coordinated paperwork for account openings, transfers, and beneficiary changes, facilitating smooth client onboarding and account management.
Financial Planning and Investment Management Intern
Seleskie Financial
06.2025 - 09.2025
- Assisted in developing financial plans, conducting investment research, and enhancing client service activities at Seleskie Financial.
- Participated in meetings with brokers and asset managers to evaluate and discuss investment products.
- Collaborated with colleagues in other departments such as legal, compliance, and operations.
Education
Bachelor of Business - Finance
University of St. Thomas
Saint Paul, MN 09.2022 - 05.2026
Skills
- Financial analysis
- Cash flow analysis
- Proficient in Excel
- Attention to detail
- Effective time management
- Dependability
- Adaptability
- Bloomberg Terminal proficient
AWARDS
- Series 7 Licensed
- SIE Certified
- Merit Scholar
- Dean’s List Honoree – University of St. Thomas
- Magna Cum Laude
- Academic Excellence Award Recipient
Leadership
- Series 7 Licensed
- SIE Certified
- Merit Scholar
- Dean’s List Honoree – University of St. Thomas
- Magna Cum Laude Graduate
- Academic Excellence Award Recipient
Timeline
Paraplanner and Client Service Associate
Ameriprise Financial LLC - Strand and Associates
03.2026 - Current
Financial Planning and Investment Management Intern
Seleskie Financial
06.2025 - 09.2025
Bachelor of Business - Finance
University of St. Thomas
09.2022 - 05.2026