Registered Paraplanner (Financial Planning)

Location: Brookfield, Wisconsin; full-time in-office position

Salary: $75,000–$90,000 base salary per year, depending on experience, licensing, CFP® status, and financial-planning responsibilities.

Company

hirify.global franchise practice Zoetic Wealth Management is a fast-paced team of four focused on accurate, responsive, and reliable financial planning and client service.

What you will do

• Support the financial-planning process and prepare comprehensive client meeting agendas.
• Maintain client account records and complete service requests, account changes, paperwork, and documentation.
• Assist with trading, account implementation, and other planning-related activities.
• Monitor operational and service issues, coordinate with the home office, and follow issues through resolution.
• Ensure planning, service, and compliance requirements are completed accurately and on time.
• Communicate with clients and colleagues while managing multiple priorities and protecting the quality of the client experience.

Requirements

• Bachelor’s degree in finance, financial planning, business, or a related field.
• At least 3 years of similar experience in financial planning, wealth management, or a related financial-services environment.
• Active Series 7 and Series 66 registrations, plus State Life, Accident and Health insurance licenses.
• Experience supporting financial planning, client service, account implementation, or related wealth-management activities.
• CFP® certification or commitment to pursue the designation, including enrollment and testing within three years.
• Experience with financial-planning, CRM, document-management, investment-research, and Microsoft Office systems; ability and willingness to work full-time in the Brookfield office.

Nice to have

• Experience with MoneyGuidePro, Morningstar Advisor Workstation, Box, Thomson ONE, or comparable systems.
• Experience in an Ameriprise or similar wealth-management practice.

Culture & Benefits

• Small, collaborative team where individual contributions have a direct impact on clients.
• Health, dental, and vision benefits.
• 401(k) and open PTO policy subject to advance approval.
• Opportunity for discretionary annual profit sharing.
• Practice hours are generally Monday–Friday, 8:00 a.m.–5:00 p.m.; occasional work outside normal hours may be needed for client events, caseload, or deadlines.