DirectJobHub
Jobs · Wisconsin

Paraplanner/Financial Planning Associate

FPA of Charlotte · Cedarburg, WI · 1 mo ago
Full-time

Individuals with long-term aspirations to become Financial Advisers are encouraged to apply. This is not a sales, business development, or prospecting role as the focus will be on servicing existing clients.

Location: Cedarburg, Wisconsin (hybrid eligible after probationary period)
Travel: Minimal (local as needed)

About the role

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.

Responsibilities

Financial Planning and Team Support

  • Assist in data gathering and research while working with the Wealth Advisers to create financial plans and investment proposals.
  • Support the preparation of Investment Policy Statements (IPS) and support annual or semi-annual client plan reviews.
  • Prepare meeting agendas, attend client meetings as directed; capture notes, and translate discussion 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 technology stack; 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.

Requirements

  • 2–5 years of financial planning or wealth management experience.
  • Bachelor’s Degree (Financial Planning, Finance, Business, or related field preferred).
  • 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 Qualifications

  • 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®) is a plus.
  • CFP® certification track or interest in pursuing the CFP® designation.

Benefits

  • 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.

Similar jobs