Paraplanner to CFP® Track – Wealth Planning Assistant

Kestra Financial; Fairfield (NJ); On-site; USD 60,000 - 75,000; Full time

Job summary

U.S. Financial Services, a boutique wealth management firm, seeks 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 delivering comprehensive plans and wealth management services, with mentorship and hands-on client exposure. Ideal candidates hold a bachelor's degree in finance or related field, have 2+ years in financial planning, and are detail-oriented with strong written and verbal

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• Active enrollment or plan to enroll in CFP certification.
• 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 a plus.

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

Communication skills

CFP pathway

Education

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

Tools

Microsoft Excel

Microsoft Word

eMoney

Job description

U.S. Financial Services, a boutique wealth management firm, seeks 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 delivering comprehensive plans and wealth management services, with mentorship and hands-on client exposure. Ideal candidates hold a bachelor's degree in finance or related field, have 2+ years in financial planning, and are detail-oriented with strong written and verbal