Financial Planning Assistant Paraplanner

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development
• Support for CFP® coursework or licensing
• Ongoing training and professional development
• Health insurance and retirement benefits (if applicable)
• Clear career path toward a lead planning or advisory role

Job Title:

Entry-Level Paraplanner / Financial Planning Assistant |

Location:

Edina, MN | Job Type: Full-Time |

Reports To:

Lead Financial Advisor / CFP® | Compensation: $50,000 - $60,000 Based on Experience

We are seeking a detail-oriented and motivated Entry-Level Paraplanner / Financial Planning Assistant to support our advisory team in delivering high-quality financial plans and exceptional client service. This role is ideal for a recent graduate or career starter interested in gaining hands-on experience in the financial planning profession with a path toward becoming a Financial Advisor or CFP®.

• Assist in preparing financial plans, retirement projections, and investment analysis under the direction of a lead advisor
• Input and maintain accurate client data in financial planning software (e.g., eMoney)
• Support the creation of meeting prep materials, client summaries, and follow-up action items
• Gather and organize client documents, including tax returns, account statements, and insurance policies
• Draft and review client correspondence, emails, and documentation
• Assist in monitoring account activity and helping ensure timely implementation of recommendations
• Maintain CRM records and assist with scheduling, calendar management, and client follow-ups
• Stay informed about financial planning topics, products, and regulatory changes
• Participate in team meetings and training to build planning knowledge and technical skills

• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field
• Desire to pursue industry licensing, including SIE, Series 7, Series 66, and Life Insurance licenses
• Desire to pursue CFP® certification (or currently enrolled in a CFP® education program)
• Strong organizational and time management skills
• Excellent written and verbal communication skills
• High attention to detail with a commitment to accuracy
• Proficient in Microsoft Office (Excel, Word, Outlook); familiarity with CRM or planning software a plus
• Professional demeanor and interest in a client-focused career

• Internship or previous experience in a financial planning or advisory firm
• Familiarity with custodians (e.g., Schwab, Fidelity, LPL, TD Ameritrade)
• Experience with financial planning tools or CRMs (e.g., Redtail, Wealthbox)

Collaborative and client-focused team environment