Financial Advisory - Paraplanner

Kestra • Fairfield, NJ

4d

About The Position

U.S. Financial Services, a boutique wealth management firm, provides 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 interested in pursuing the CFP® designation and developing 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 their financial planning career who is detail-oriented and committed to CFP® studies. 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 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 in or planning to enroll in CFP® certification studies.
• 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, presentations, and 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.

Benefits

• Competitive pay and benefits package.
• 401(k).
• Health insurance.
• Supportive, collaborative work environment committed to professional excellence.
• Training, development, and long-term growth opportunities within the firm.
• Tuition reimbursement for qualified expenses.

What This Job Offers

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