Advanced Financial Paraplanner Associate Financial Planner

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 Experience

We 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®.

• 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.

• 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, Money Guide Pro , Navi Plan, 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.

• 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.

• 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.