Paraplanner/Financial Planning Associate

Key Responsibilities

• Aid in data gathering and research while collaborating with Wealth Advisers to create financial plans and investment proposals.
• Support the preparation of Investment Policy Statements (IPS) and assist with annual or semi-annual client plan reviews.
• Prepare meeting agendas, attend client meetings as directed, capture notes, and translate discussions into follow-up tasks and plan updates.
• Participate in team meetings, professional development initiatives, and firm-wide planning activities.
• Support business development efforts by preparing prospect analyses and planning illustrations as needed.

Technology & Platform Management

• Serve as an internal resource for the firm’s technology stack, including eMoney, Holistiplan, Orion, Nitrogen, and Redtail CRM.
• Update and maintain client data in eMoney following meetings, life events, or changes in client circumstances.
• Run tax analysis and Roth IRA conversion modeling using Holistiplan; prepare outputs for Wealth Adviser review and client presentation.
• Collaborate with Client Service team to maintain accurate, up-to-date client records and workflows within Redtail CRM; create and manage activity notes, tasks, and client contact records.
• Utilize Orion and coordinate with advisers on performance reporting needs.
• Run risk assessments in Nitrogen to support adviser-client risk conversations.

Role Overview

The Paraplanner / Financial Planning Associate will work with the Wealth Advisers and Client Service team by supporting the day-to-day financial planning process, preparing and maintaining client financial plans, and serving as a primary operator of the firm’s financial planning technology. This is an excellent opportunity for an early-career adviser to gain hands-on experience, develop technical and client-facing skills, and grow into a lead advisory role over time within a collaborative, team-oriented environment.

Required Qualifications & Skills

• Have passed the Series 65 exam or the ability to obtain within a specific timeframe.
• Working knowledge of financial planning concepts including retirement planning, tax planning, investment management, insurance, and estate planning.
• Strong analytical skills with attention to detail and accuracy in plan preparation.
• Excellent written and verbal communication skills; comfortable presenting information clearly to advisers and clients.
• Highly organized with strong time management skills and ability to manage multiple priorities simultaneously.

Preferred Proficiency

• Proficiency with eMoney, Holistiplan, Orion, Nitrogen, and Redtail strongly preferred.
• Experience working in an RIA or fee-only wealth management environment.
• Experience with high-net-worth client households and familiarity with complex planning scenarios.
• Financial Paraplanner Qualified ProfessionalSM (FPQP®) certification is a plus.
• CFP® certification track or interest in pursuing the CFP® designation.

What We Offer

• A collaborative, growth-oriented team environment working directly with senior Wealth Advisers.
• Competitive compensation with performance-based bonus opportunity.
• Clear pathway for professional development and advancement within the firm.
• Support for professional certifications and continuing education.
• Hybrid work flexibility after a successful probationary period.

About PJS Investment Management

PJS Investment Management is an SEC-registered investment advisor offering comprehensive investment management and holistic wealth planning for high-net-worth individuals and families. Founded in 1981 and headquartered in Cedarburg, Wisconsin, PJS combines deep financial expertise with a personalized, relationship-driven approach to client service. As an EOS firm, we hold our team to a high standard of shared core values: Balance, Respect, Integrity, Collaboration, and Knowledge. We are seeking a Para-Planner / Financial Planning Associate who embodies these values and is eager to grow within a dynamic, client-focused wealth management boutique.