Paraplanner​/Financial Planning Associate

Position Details

Job Type: 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)

Compensation: Salary with potential for performance-based bonus

Experience: 2–5 years of financial planning or wealth management experience.

Education: Bachelor’s Degree (Financial Planning, Finance, Business, or related field preferred)

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.

• 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.

• 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.

• 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.

No phone calls, please. For more information about PJS Investment Management, please visit

PJS Investment Management is an equal opportunity employer.

• 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.

• 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 Professional SM (FPQP) is a plus.
• CFP certification track or interest in pursuing the CFP designation.