Paraplanner

About YouClient-Focused: You’re dedicated to delivering an exceptional client experience and translating complex financial concepts into clear, actionable guidance.Analytical: You bring strong financial planning expertise and confidently analyze client needs to develop thoughtful, personalized strategies.Detail-Oriented: You effectively manage competing priorities while maintaining accuracy, organization, and adherence to regulatory and internal requirements. The RoleWe’re looking for a client-focused, analytical professional to join our Client Experience team. In this role, you’ll partner with Advisors to develop, analyze, and deliver personalized financial strategies while supporting the operational execution of client recommendations. The ideal candidate thrives in a dynamic, fast-paced environment and is known for strong attention to detail and a commitment to exceptional client service. This position is internally titled Advice Strategist. What You’ll DoPartner with team members and Advisors to prepare client-ready meeting materials, follow-up deliverables, and relationship management support for select clientsProvide client-facing financial advice and support in collaboration with AdvisorsAnalyze client needs and develop financial strategies using financial planning softwareAssist in creating and presenting comprehensive financial plans tailored to individual client goalsManage multiple competing priorities while maintaining a high level of client service and accuracySupport account openings, transfers, document processing, and other operational needs of the advisory teamEnsure accuracy and compliance with AML, SEC, and internal firm policies and requirementsMaintain client records, prepare reports, and track key client milestonesCollaborate with Advisors, tax professionals, estate planning attorneys, investment professionals, and operations teams to execute integrated financial strategies What You BringBachelor’s degree in finance, economics, accounting, or a related field preferred3–5 years of financial services industry experience, including B2B support for Advisors and/or B2C direct financial advisingSeries 65 and/or CFP® (or equivalent) required, or the ability to obtain within 180 daysStrong proficiency with financial planning software such as eMoney, MoneyGuidePro, or RightCapital, along with CRM systems and Microsoft Office SuiteStrong communication skills with the ability to explain moderately complex financial strategies clearly and effectively to clientsA client-first mindset and demonstrated ability to deliver an exceptional experience while managing multiple prioritiesUnderstanding of financial industry regulations, documentation requirements, and internal compliance policiesMust be authorized to work in the United StatesSuccessful completion of a credit and criminal background check is required Compensation & Benefits The estimated base salary range for this role is $81,000 – $111,000 per year. Compensation is based on job-related knowledge, skills, experience, and geographical work location. This role may also be eligible for variable pay (bonuses, commissions, incentives). Benefits include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous PTO. About NorthRock PartnersAt NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model delivers integrated financial and lifestyle guidance tailored to each client’s unique goals. NorthRock Partners is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. We are committed to providing reasonable accommodation throughout the application and employment process. For assistance, contact PeopleTeam@NorthRockPartners.com.