Aspiring CFP Paraplanner — Wealth Planning Support

Bluespring Wealth Partners, LLC; Fairfield (NJ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Training & development

Tuition reimbursement

Supportive environment

Job summary

Kestra Financial, Inc. is seeking a motivated Paraplanner to support Lead Advisors in delivering comprehensive financial planning and wealth management services.

This role suits someone early in their planning career who is detail-oriented and pursuing the CFP designation, with hands-on exposure and mentorship to grow professionally. You will gather data, build analyses, prepare client meeting materials, and support research across planning and portfolio systems while maintaining confidentiality

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Active pursuit or planning to pursue CFP certification preferred.
• 2+ years of experience in financial planning, wealth management, or financial services.
• Exceptional attention to detail and analytical skills.
• Strong written and verbal communication skills.
• Proficiency with Excel and Word; familiarity with eMoney planning software is a plus.
• Ability to manage multiple tasks in a fast-paced, collaborative environment.

Responsibilities

• Assist advisors with the preparation and implementation of 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, with increasing responsibility as skills develop.
• Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards.

Skills

Communication skills

Detail-oriented

Analytical skills

Multi-tasking

Team collaboration

Education

Bachelor’s degree in Finance, Economics, Accounting, Business, or related field

2+ years of experience in financial planning, wealth management, or financial services

Tools

Excel

Word

eMoney

Job description

Kestra Financial, Inc. is seeking a motivated Paraplanner to support Lead Advisors in delivering comprehensive financial planning and wealth management services.

This role suits someone early in their planning career who is detail-oriented and pursuing the CFP designation, with hands-on exposure and mentorship to grow professionally. You will gather data, build analyses, prepare client meeting materials, and support research across planning and portfolio systems while maintaining confidentiality