Paraplanner / Associate Paraplanner

Company: Stevens Foster Financial Advisors
Location: Minneapolis
Posted on: February 15, 2026

Job Description:

Job Description Job Description Salary: $65,000 - $75,000bonus (DOE) The Paraplanner / Associate Planner (on track to become an Advisor) is a hybrid planning and client support role designed to strengthen Stevens Fosters 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 firms Advisor bench for future growth. Key Responsibilities Financial Planning Support & Analysis 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 Client Meeting Preparation & Support 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 Advisor Pathway & Relationship Development 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 Cross-Team Collaboration & Operations 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 Qualifications Education & Experience 25 years of experience in financial services or financial planning support Experience in a fee-based Registered Investment Advisory (RIA) firm strongly preferred Bachelors degree in Finance, Accounting, Business, or related field preferred Progress toward CFP, CPA, or similar designation is a plus Technical Skills Baseline understanding of financial planning concepts and terminology Working knowledge of individual tax planning fundamentals Proficiency with Microsoft Word, Excel, and Outlook Experience with CRM and planning systems (Junxure/AdvisorEngine, eMoney or similar preferred) Familiarity with Fidelity and Charles Schwab institutional platforms a plus Professional Skills & Attributes 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 Compensation Base salary: $65,000 $75,000 annually, depending on experience. Bonus opportunity available 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. Schedule Full-time schedule, Monday through Friday. Additional hours may be required during peak planning periods such as tax season and year-end cycles. Hybrid work option available in accordance with firm policy. At Stevens Foster, we value timeour clients and our teams. We focus on doing complex work with clarity, integrity, and a disciplined approach that brings wealth management, tax strategy, and financial planning together under one roof. We serve busy executives and high-net-worth individuals who rely on us for long-term financial confidence. Our strength comes from blending deep technical expertise with a collaborative model where planners, analysts, tax professionals, and investment specialists work side by side. Joining Stevens Foster means stepping into a team-oriented environment built on trust, professionalism, and a shared commitment to excellence. Youll contribute to meaningful client outcomes, sharpen your craft, and grow in a firm that invests in both technical skill and human development. If youre passionate about delivering high-quality work, enjoy working in a coordinated team structure, and want to build a career with purpose and impact, Stevens Foster is the kind of place where you can thrive.

Keywords: Stevens Foster Financial Advisors, Edina , Paraplanner / Associate Paraplanner, Accounting, Auditing , Minneapolis, Minnesota