Paraplanner

WHO IS CORNERSTONE FINANCIAL SOLUTIONS?:

Imagine a world where every financial decision is made with clarity, confidence, and purpose. Where individuals and families don’t just retire—but thrive. At Cornerstone, we believe financial planning is about more than numbers. It's about helping people live a life they love with impact.

OUR MISSION:

To help clients grow, preserve & enjoy their wealth by caring more, listening more, and knowing more. Our clients will feel: Respected. Understood. Informed.

PARAPLANNER JOB SUMMARY:

We are seeking a highly organized and detail-oriented Paraplanner, to join the Financial Planning Department Team in our Sioux Falls office, helping us maintain our high standards while supporting advisors. This role is essential in supporting the advisor team by conducting research, preparing financial plans, and ensuring smooth client interactions. The ideal candidate will thrive in a fast-paced environment, possess strong analytical skills, have a deep understanding of financial planning principles, and demonstrate a commitment to excellence in delivering personalized financial solutions.

WHAT YOU WILL LOVE TO DO:

• Collaborate with advisors to ensure seamless financial plan implementation and exceptional client experience

• Review, organize and update client financial data prior to meetings

• Analyze client-provided information to prepare recommendations

• Work with Advisors to gain an understanding of our client's background and objectives
• Assist in building comprehensive financial plans ensuring alignment with Clients goals and values
• Input and maintain accurate client data in financial planning software
• Collaborate with client relationship managers to ensure seamless workflow and efficient client service
• Stay up-to-date with financial regulations, market trends, and industry best practices

• There will be PLENTY of opportunities to learn and grow. No day will be the same. You certainly won’t be bored!

QUALIFICATIONS & SKILLS:

• Bachelor’s degree in Finance, Financial Planning, Accounting, or related field
• 2 years of experience in a paraplanning or similar support role in a financial advisory firm
• Familiarity with investment products, financial markets, and regulatory requirements (e.g., SEC/FINRA)
• Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro), CRM systems (e.g. Salesforce), and Microsoft Office Suite

PREFERRED ATTRIBUTES:

• Strong analytical, organizational, and problem-solving skills
• Adaptable and resilient in managing shifting priorities in a high-volume environment
• You have grit and thrive under pressure
• High level of confidentiality, professionalism, and attention to detail
• Excellent written and verbal communication skills
• Positive attitude with a service-oriented mindset
• Detail-oriented with a commitment to accuracy and compliance
• You have high standards for your work and focus on impact
• Excellence matters to you
• Optimistic, highly motivated self-starter and a quick learner
• Resourceful ~ you have a 'figure it out' attitude about new projects or tasks you haven't done before
• You invest in people by building relationships and strive to understand how to meet their needs
• Passionate, proactive and forward-thinking
• Humble
• You lead your life, push through comfort barriers and don’t settle for the status quo

REGISTRATIONS / LICENSES / CERTIFICATIONS:

• Must be willing to obtain securities licenses (Series 7 / 66) within 90-120 days of hire
• Preference given to candidates who already hold these licenses
• Financial planning certifications (CFP, ChFC, or similar) are a plus