Para-planner​/Analyst​/Support Advisor in Trenton

Financial Services Paraplanner

Location: Hamilton Township, NJ
Employment Type: Full Time
Compensation: $50,000 - $70,000 annually, commensurate with experience, plus potential for incentive compensation and bonuses.

We are seeking a highly motivated and detail-oriented Para-planner to join our team and provide essential technical and administrative support to our Lead Financial Advisors. This role is crucial in delivering high-quality, personalized financial advice and ensuring a seamless client experience. The successful candidate will work closely with advisors on case design, data analysis, and plan development, with a clear path for career growth into a client-facing advisor role for the right candidate.

• Gather and organize clients' financial data, including income, expenses, assets, and liabilities.
• Input client data into financial planning software (e.g., eMoney, Money Guide Pro ) to model potential scenarios and outcomes.
• Conduct detailed research on investment options, market trends, insurance needs, and retirement strategies.
• Prepare comprehensive financial reports and client-facing presentation materials for advisor meetings.
• Assist with the implementation of financial plans, including preparing new business paperwork, opening accounts, transferring assets, and facilitating required minimum distributions (RMDs).
• Maintain accurate and updated client records and interactions within our CRM system (Redtail/Salesforce) to ensure compliance and efficient follow-up.
• Monitor client portfolios and investments to ensure alignment with stated goals and identify potential risks or opportunities.
• Effectively communicate with clients, lead financial advisors and co-workers.

• Education: Bachelor’s degree in Finance, Accounting, Personal Financial Planning, or a related field strongly.
• Experience: A minimum of 2-3 years of professional experience in the financial services industry or a related field is highly valued.
• Technical
  
  Skills:
  
  Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with financial planning software and CRM systems is.
• Core Competencies: Strong analytical skills, exceptional attention to detail, excellent organizational and communication skills, and the ability to manage multiple tasks and deadlines in a fast-paced environment.
• Licenses &
  
  Certifications:
  
  FINRA Series 7 and Series 63/65 (or 66) licenses are required (or the ability to obtain them shortly after hire).

• Comprehensive medical and dental insurance
• 401(k) retirement plan with employer match
• Paid time off (vacation, sick, and holidays)
• Partial or full financial support for professional accreditation and continuing education requirements
• Long-term career growth opportunities within the firm