Financial Paraplanner & Analyst: Path to Client Advisor
Job in
Trenton, Mercer County, New Jersey, 08628, USA
Listed on 2026-07-19
Listing for:
Energy Jobline ZR
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services
Job Description & How to Apply Below
Energy Jobline ZR in Hamilton Township, NJ is seeking a Financial Services Paraplanner to support Lead Financial Advisors with data analysis, plan development, and client service. The role emphasizes accuracy, organization, and collaboration in a fast-paced environment.
The ideal candidate has a finance-related bachelor's degree and 2–3 years in financial services, with proficiency in planning software, CRM systems, and MS Office. Licensing in FINRA 7/63/65 or willingness to obtain is required.
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