Paraplanner to CFP® Track – Wealth Planning Assistant
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Finance & Banking
Job Description & How to Apply Below
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
Step into the Paraplanner to CFP® Track – Wealth Planning Assistant role at Kestra Financial in Fairfield, NJ, United States and grow with us.
Join Kestra Financial and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Paraplanner to CFP® Track – Wealth Planning Assistant role at Kestra Financial, based in Fairfield, NJ, United States.
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