Paraplanner
Financial Planner Recruiting, LLCMilwaukee, Wisconsin, United States
Posted January 5, 2026
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth‑management firms, sourcing both emerging and seasoned financial planners who align with each firm's culture and growth objectives. Leveraging deep industry knowledge and a rigorous vetting process, the firm identifies top talent across the independent advisor market and presents candidates ready for immediate impact. Its distinctive value lies in a tailored approach that balances rigorous screening with a personalized partnership, ensuring a seamless match between advisors and firms. By managing the entire hiring journey—from talent acquisition to onboarding—Financial Planner Recruiting reduces time‑to‑hire and enhances retention for independent wealth‑management practices. The result is a pipeline of high‑potential advisors who are primed to contribute to their firms' success.
Job Description
Our client is a fee-only firm seeking a paraplanner to join their team of dedicated professionals. The ideal candidate is a self-motivated professional with strong communication and time management skills, a strong work ethic, and excellent computer skills.
Requirements
- Bachelor's degree
- At least 2 years of experience related to financial planning or wealth management
- CFP, CFP candidate, or PFS credentials
- Experience with Fidelity and Schwab platforms
Benefits
- Competitive pay (base salary commensurate with experience)
- Discretionary bonus
- Health insurance
- Dental insurance
- Disability insurance
- Life insurance
- 401(k)
- Paid time off