Paraplanner (Iselin)

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: 2025-09-13