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) Role Overview 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. Key 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. What We Offer 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. Qualifications & Skills Required 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 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. #J-18808-Ljbffr PJS Investment Management