PARAPLANNER - SIOUX FALLS OFFICE

We are seeking a highly organized and detail-oriented Paraplanner to help us maintain our high standards while supporting our Wealth Advisors. Located within the Financial Planning Department in our Sioux Falls office, 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.

The Cornerstone team's mission: OUR MISSION:<br /> To help clients grow, preserve & enjoy their wealth by caring more, listening more, and knowing more. Our clients will feel: Respected. Understood. Informed.

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 ARE:  Respected. Understood. Informed.

What You Will Love To Do:

    • Collaborate with advisors to ensure seamless financial plan implementation and an 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 MANY opportunities to learn and grow. No day will be the same. You certainly won’t be bored!

You Are the Rockstar We Are Looking For If:

You have strong analytical, organizational, and problem-solving skills.

You are adaptable and resilient in managing shifting priorities in a high-volume environment.

You have high standards for your work and focus on impact.

Excellence matters to you.

You are an optimistic, highly motivated self-starter and a quick learner.

You are 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.

You are humble.

You lead your life, push through comfort barriers and don’t settle for the status quo.

You have grit and thrive under pressure.

You have excellent written and verbal communication skills.

You have a positive, service-oriented attitude.

You have a high level of confidentiality and professionalism.

You are detail-oriented.

You are committed to accuracy and compliance.

You are passionate, proactive and forward-thinking.

    Education, Qualifications, Certifications

    EDUCATION/EXPERIENCE

    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

    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

    Benefits/Compensation

            • 401k with opportunity for profit sharing
            • Flexible Spending Account Program
            • Clothing allowance for CFS apparel
            • Charitable Giving Leave
            • Paid Time Off
            • Education Assistance
            • Performance Based Bonuses

    At Cornerstone, you’ll find a culture that emphasizes personal responsibility, excellence, open communication, mutual respect, and team environment. If you are committed to helping us make a difference, we look forward to hearing from you.

    We believe working with the team at Cornerstone will be one of the greatest experiences of your life.

    Submit your resume and cover letter to: michelle@mycfsgroup.com or by mail to:

    Cornerstone Financial Solutions, Inc.

    280 Dakota Ave. S

    Huron, SD 57350

    605-352-9490

    Attn: Michelle Stahl

     

    Sioux Falls office located at 7408 S. Bitterroot Pl., Sioux Falls, SD 57108

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    Do you have any questions? We would love to connect with you!