Financial Paraplanner
$60,000–$80,000 year
On-site · Paramus, New Jersey, United States
Job Summary
Financial Paraplanner for a 14-member wealth management team in Paramus, NJ. You will build technical mastery, support planners, and contribute to the advanced planning process through data review and analysis, meeting preparation and note-taking, research, plan development, data entry, and timely production of client deliverables. Responsibilities include drafting personalized proposals, debriefing client meetings, onboarding clients into eMoney, organizing documents, preparing planning disclosures and payment workflows, maintaining planning templates, and supporting the creation of comprehensive financial plans and annual tax summaries. Opportunities for growth toward a client-facing planner role and potential partnership, with mentorship from an experienced advisory team.
Required Qualifications
- Bachelor’s degree required (finance or related field)
- 0-3 years of experience in wealth management/financial planning
- Ability to obtain SIE, Series 7, Series 66, and Life & Health licenses within the first year
- CFP certification progression beginning in year two
- Strong work ethic, attention to detail, and client-service orientation
- Excellent written, verbal, and interpersonal communication skills
- Collaborative team player with ability to manage multiple tasks and deadlines
- Proficiency with financial planning software (eMoney) and planning workflows (AdvicePay)
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