Paraplanner: Path to CFP & Wealth Planning
Job in
Fairfield, Essex County, New Jersey, 07004, USA
Listed on 2026-06-29
Listing for:
Kestra Financial
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting
Job Description & How to Apply Below
Kestra Financial is seeking a motivated Paraplanner to support Lead Advisors in delivering comprehensive financial planning. This role is ideal for someone early in their career who is detail-oriented and committed to becoming a CFP® professional.
In this position, you will assist with financial plans, maintain client data, and participate in client meetings, gaining hands-on experience while supported by experienced advisors.
Join our team to help clients navigate meaningful financial decisions and take advantage of collaborative growth opportunities.
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