Paraplanner to CFP® in Wealth Planning
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Finance & Banking
Job Description & How to Apply Below
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.
The Paraplanner to CFP® in Wealth Planning role at Kestra Holdings is now open for applications in Fairfield, NJ, United States.
Learn more about the Paraplanner to CFP® in Wealth Planning role in the description above.
We appreciate your interest in this position.
Join Kestra Holdings and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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