Paraplanner: Path to CFP & Wealth Planning
Job in
Fairfield, Essex County, New Jersey, 07004, USA
Listed on 2026-07-03
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Wealth Management
Job Description & How to Apply Below
Kestra Holdings is looking for a motivated Paraplanner in Fairfield, NJ, to support Lead Advisors in delivering comprehensive financial planning services. This role is ideal for those early in their financial planning career, offering hands-on exposure to real client situations and structured mentorship.
The ideal candidate has a bachelor’s degree in finance, a strong desire to pursue a CFP® certification, and over 2 years of relevant experience. Kestra offers a collaborative environment with competitive pay and benefits.
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