Paraplanner to CFP® in Wealth Planning

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

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.