Paraplanner / Associate Paraplanner
About The Position
The Paraplanner / Associate Planner (on track to become an Advisor) is a hybrid planning and client support role designed to strengthen Stevens Foster’s planning capacity, while developing into a future Advisor role. This position supports financial planning preparation, analysis, and implementation while progressively building client facing skills and relationship ownership. This role is intentionally structured as a developmental pathway. Successful candidates may advance into a full Advisor role over time. In the near term, this position provides immediate planning and meeting support, while expanding the firm’s Advisor bench for future growth.
Requirements
- 2–5 years of experience in financial services or financial planning support
- Baseline understanding of financial planning concepts and terminology
- Working knowledge of individual tax planning fundamentals
- Proficiency with Microsoft Word, Excel, and Outlook
- Strong attention to detail and commitment to data accuracy
- Excellent organization, time management, and follow through
- Clear written and verbal communication skills
- Intellectual curiosity and desire to grow into a client facing advisory role
- Ability to manage multiple priorities in a deadline driven environment
- High integrity, sound judgment, and respect for confidentiality
- Collaborative mindset and comfort working across teams
Nice To Haves
- Experience in a fee-based Registered Investment Advisory (RIA) firm strongly preferred
- Bachelor’s degree in Finance, Accounting, Business, or related field preferred
- Progress toward CFP®, CPA, or similar designation is a plus
- Experience with CRM and planning systems (Junxure/AdvisorEngine, eMoney or similar preferred)
- Familiarity with Fidelity and Charles Schwab institutional platforms a plus
Responsibilities
- Prepare and update financial plans using firm planning tools
- Enter, validate, and maintain client financial data with accuracy and attention to detail
- Support planning strategies across retirement cash flow, executive benefits, education funding, risk management, and estate considerations
- Collaborate with Financial Planners on planning deliverables
- Prepare materials for client review meetings and annual planning discussions
- Attend client meetings and track follow up items and implementation steps and
- Ensure accurate documentation of meeting notes, action items, and decisions in CRM
- Develop working knowledge of client goals, family structures, and financial priorities
- Partner closely with Advisors to support ongoing client relationships
- Gradually assume responsibility for select client communications and follow-up under guidance
- Build the skills necessary to translate financial concepts into clear, client friendly language
- Coordinate with Client Service Associates, Planning, Tax, and Investment teams to ensure timely execution of client deliverables
- Support account setup, transfers, and account maintenance service requests as needed
- Maintain strict confidentiality of client information and firm data
- Assist with additional responsibilities as needed in a collaborative, small-firm environment
Benefits
- Robust benefits package: including medical (PPO and HSA options with 85% employer-paid employee coverage), 100% employer-paid dental for employees, voluntary vision, employer-funded HSA contributions, company-paid life and disability insurance, pre-tax FSA options, 50% employer coverage of Minnesota Paid Family & Medical Leave (PFML) premiums, and a 401(k) with up to a 5% employer match after one year of service.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
