Advanced Paraplanner / Associate Financial Planner

Financial Planning Firm

  • Edina, MN
  • $65,000-75,000 per year
  • Permanent
  • Full-time
  • 16 hours ago
Benefits:
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
Job Title: Advanced Paraplanner / Associate Financial Planner
Location: Edina, MN
Job Type: Full-Time
Reports To: Lead Financial Advisor / CFP®
Compensation: $65,000 – $75,000 Based on ExperienceJob SummaryWe are seeking an experienced and highly skilled Advanced Paraplanner / Associate Financial Planner with 3–5 years of experience in financial planning to join our team in Edina, MN. This individual will play a key role in supporting lead advisors by preparing sophisticated financial plans, conducting in-depth analysis, and ensuring a seamless client experience. The ideal candidate is detail-oriented, self-motivated, and eager to contribute to a growing wealth management practice while working toward becoming a Lead Financial Planner or CFP®.Key Responsibilities
  • Prepare comprehensive financial plans, retirement projections, investment analyses, and insurance reviews.
  • Conduct advanced data entry, analysis, and scenario modeling using financial planning software (e.g., eMoney).
  • Lead the preparation of client meeting materials, executive summaries, and follow-up recommendations.
  • Work directly with clients to gather, review, and organize complex financial documents (tax returns, estate documents, account statements, insurance policies).
  • Draft and review client communications, ensuring clarity, accuracy, and professionalism.
  • Assist with portfolio reviews and coordinate with custodians (e.g., Schwab, Fidelity, LPL) for account openings, transfers, and implementation of investment recommendations.
  • Monitor client accounts, financial plans, and action items to ensure timely completion.
  • Maintain and optimize CRM records (e.g., Redtail, Wealthbox) and workflows.
  • Stay current on financial planning strategies, regulatory changes, and industry best practices.
  • Mentor and guide entry-level paraplanners or assistants as needed.
Qualifications
  • Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field.
  • 3–5 years of experience in a financial planning, wealth management, or investment advisory firm.
  • CFP® certification completed, or actively pursuing with substantial progress made.
  • Securities licenses preferred: SIE, Series 7, and Series 66
  • Life, Accident, and Health Insurance license preferred.
  • Advanced proficiency in financial planning software (eMoney, MoneyGuidePro, NaviPlan, or similar).
  • Strong working knowledge of CRM systems and custodial platforms.
  • Exceptional written and verbal communication skills, with the ability to explain complex concepts clearly.
  • Highly organized, detail-oriented, and able to manage multiple projects and deadlines independently.
  • Professional demeanor with a strong client-service mindset.
Preferred But Not Required
  • Prior experience creating advanced planning scenarios (estate planning, tax strategies, business succession, charitable giving).
  • Experience supporting or leading client meetings.
  • Familiarity with compliance requirements and documentation standards in a financial advisory firm.
Benefits
  • Competitive salary plus performance-based incentives.
  • Support for CFP® continuing education, professional development, and industry designations.
  • Health insurance, retirement plan, and other standard benefits.
  • Opportunities for career growth with a clear path toward Lead Planner or Advisory roles.
  • Collaborative, client-centered team environment.

Financial Planning Firm