Paraplanner / Associate Wealth Relationship Manager

Paraplanner / Associate Wealth Relationship Manager

Stevens Foster Financial Advisors – Bloomington, MN
Full-Time | Hybrid Eligible
Salary Range: $72,000 – $85,000 annually

About Stevens Foster

Stevens Foster Financial Advisors is a Bloomington-based, SEC-registered wealth management firm serving corporate executives and high-net-worth individuals. We integrate financial planning, tax strategy, and investment management to provide coordinated, long-term guidance.

Our culture emphasizes collaboration, preparation, and thoughtful communication. We believe strong advisory relationships are built through trust, clarity, and consistent follow-through. Our team works closely together across planning, tax, and client service to support meaningful financial outcomes for the families we serve.

Position Overview

This role is intentionally structured as a developmental pathway to a Financial Advisor position within the firm.

The Paraplanner / Associate Wealth Relationship Manager strengthens our planning capacity while building the technical confidence and communication skills required of an Advisor. In the near term, this position focuses on financial plan preparation, analysis, and meeting support. Over time, individuals in this role progressively assume greater responsibility in client meetings and relationship management.

You will work closely with experienced Advisors and Planners who provide mentorship, feedback, and support as you grow into increased client-facing responsibility.

Advancement is based on demonstrated readiness, professional development, and firm needs.

This is an opportunity for someone who values preparation, precision, and long-term professional growth within an established advisory practice.

Key Responsibilities
Financial Planning Support & Analysis

• Maintain and validate client financial data in eMoney and AdvisorEngine
• Support retirement income planning, executive benefits analysis, tax coordination, education funding, risk management, and estate considerations
• Prepare financial planning materials and projections in collaboration with Advisors
• Ensure documentation accuracy and workflow completion

Client Meeting Preparation & Participation

• Prepare materials for review meetings and annual planning discussions
• Attend client meetings and document next steps
• Coordinate follow-up items across planning, tax, and operations teams
• Gradually assume responsibility for portions of client conversations as skills develop

Advisor Development & Relationship Growth

• Develop deep familiarity with client goals, family structures, and financial priorities
• Support Advisors in ongoing relationship stewardship
• Build confidence explaining financial concepts clearly and professionally
• Progress toward leading portions of client reviews under mentorship

Cross-Team Collaboration

• Coordinate with CSAs, Advisors, Tax, and Investment teams to ensure timely execution
• Support account setup and service requests as needed
• Maintain confidentiality and regulatory standards

Qualifications
Education & Experience

• 2–5 years of experience in financial services or financial planning support
• Experience in a fee-based Registered Investment Advisory (RIA) firm strongly preferred
• Bachelor’s degree in Finance, Accounting, Business, or related field preferred

Technical Skills

• Working knowledge of financial planning fundamentals
• Familiarity with individual tax planning concepts
• 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 Attributes

• Strong attention to detail and commitment to accuracy
• Excellent organization and follow-through
• Clear written and verbal communication skills
• Intellectual curiosity and motivation to grow into a client-facing advisory role
• Collaborative mindset and comfort working in a team-based service model
• High integrity and sound judgment

Schedule & Work Model

Full-time schedule, Monday–Friday, aligned with firm business hours

Hybrid and remote work arrangements available in accordance with firm policy

In-office presence may be required during onboarding to support training and team integration

Ongoing flexibility structured to support collaboration, client service standards, and regulatory requirements

Compensation & Benefits

Salary Range: $72,000 – $85,000 annually, based on qualifications and experience.
Bonus opportunity available.

• Eligible employees receive a competitive benefits package, including:
• Paid Time Off (18 days annually at hire, increasing with tenure)
• 10 paid holidays plus 1 floating holiday
• 8 hours of Volunteer Paid Time Off annually
• Safe Harbor 401(k) with employer match and immediate vesting
• Medical, dental, and vision insurance
• Life and disability insurance
• Minnesota Paid Family & Medical Leave (private plan)
• Professional development reimbursement (with approval)
• Discounted advisory services for eligible employees

Benefits are subject to plan terms and eligibility requirements.

Equal Employment Opportunity

Stevens Foster Financial Advisors is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, creed, religion, national origin, sex, pregnancy, gender identity or expression, sexual orientation, marital status, disability, age, veteran status, status with regard to public assistance, or any other characteristic protected by law.