Paraplanner

JOIN OUR TEAM TODAY!We are expanding our operations to better service our growing client base. We have a Paraplanner position available in our Iselin, NJ office. This is a full-time position reporting directly to our Lead Advisor.YOUR ROLE: The Paraplanner position supports the Advisor in preparing all Client files with critical and pertinent financial planning information. They will work with Clients, independently and as a team member.HOW YOU WILL MAKE AN IMPACT:-Prepare financial summaries, analysis, and plans for Clients.-Prepare for upcoming client appointments.-Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings.-Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings.-Follow-up on all action items in a timely and thorough manner.-Research information as necessary on a case-by-case basis.-Assist in maintaining files and incoming calls to ensure appropriate hand off.-Maintain and update regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work.Support the Advisor in serving clients.-Work with team on file prep, as necessary.-Provide exceptional client care while receiving and responding to client requests.WHY YOU ARE THE RIGHT PERSON:Concentration in accounting, business, economics, or financial planning encouraged.Two years + of experience in the finance industry.

Created: 2025-09-26