Job Description
Job Description
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 objectivesAssist in building comprehensive financial plans ensuring alignment with Clients goals and valuesInput and maintain accurate client data in financial planning softwareCollaborate with client relationship managers to ensure seamless workflow and efficient client serviceStay up-to-date with financial regulations, market trends, and industry best practicesThere 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 field2+ years of experience in a paraplanning or similar support role in a financial advisory firmFamiliarity 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 SuitePREFERRED ATTRIBUTES :
Strong analytical, organizational, and problem-solving skillsAdaptable and resilient in managing shifting priorities in a high-volume environmentYou have grit and thrive under pressureHigh level of confidentiality, professionalism, and attention to detailExcellent written and verbal communication skillsPositive attitude with a service-oriented mindsetDetail-oriented with a commitment to accuracy and complianceYou have high standards for your work and focus on impactExcellence matters to youOptimistic, highly motivated self-starter and a quick learnerResourceful ~ you have a "figure it out" attitude about new projects or tasks you haven't done beforeYou invest in people by building relationships and strive to understand how to meet their needsPassionate, proactive and forward-thinkingHumbleYou lead your life, push through comfort barriers and don’t settle for the status quoREGISTRATIONS / LICENSES / CERTIFICATIONS :
Must be willing to obtain securities licenses (Series 7 / 66) within 90-120 days of hirePreference given to candidates who already hold these licensesFinancial planning certifications (CFP, ChFC, or similar) are a plus#hc194048
