Financial Advisory - Paraplanner

Kestra Holdings; Fairfield (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Kestra Holdings is seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management. You will support Lead Advisors in delivering comprehensive financial planning and investment advisory services, gaining hands-on exposure to real client situations with mentorship from experienced advisors.

The role is ideal for someone early in their financial planning career, detail-oriented, and committed to pursuing the CFP® designation.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Pursuing CFP certification or plan to enroll.
• 2+ years of experience in financial planning, wealth management, or financial services.
• Strong attention to detail and analytical skills.
• Strong written and verbal communication skills.
• Proficiency with Excel and Word; familiarity with eMoney software 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

Attention to detail

Analytical skills

Written communication

Verbal communication

Education

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

Tools

Microsoft Excel

Microsoft Word

eMoney

Job description

Lead with Purpose. Partner with Impact.

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

The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.

What you'll Do:

• 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

What You Bring:

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field
• Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
• Ideal candidate will have 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 Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
• Ability to manage multiple tasks in a fast-paced, collaborative environment