Financial Advisory - Paraplanner

Kestra Holdings • Fairfield, NJ

3d

About The Position

U.S. Financial Services is a boutique wealth management firm providing personalized financial planning and investment advisory services to individuals and families. The firm emphasizes long-term client relationships, thoughtful advice, and professional development. It is seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management.

The Paraplanner supports Lead Advisors in delivering comprehensive financial planning and wealth management services. The role is suited to someone early in a financial planning career who is detail-oriented and committed to pursuing the CFP® designation. It offers hands-on exposure to client situations and structured mentorship from experienced advisors.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Strong desire to pursue the CFP® certification.
• Exceptional attention to detail and analytical skills.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Excel and Word.
• Ability to manage multiple tasks in a fast-paced, collaborative environment.

Nice To Haves

• Actively enrolled or planning to enroll in the CFP® certification program.
• Two or more years of experience in financial planning, wealth management, or financial services.
• Familiarity with eMoney financial planning software.

Responsibilities

• Assist advisors with preparing and implementing comprehensive financial plans.
• Gather, input, and maintain client financial data across planning and portfolio systems.
• Develop planning analyses, including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support.
• Prepare client meeting materials and presentations, and manage follow-up action items.
• Conduct financial research and scenario analysis as requested by advisors.
• Participate in client meetings over time, taking on increasing responsibility as skills develop.
• Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level