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Closed on July 19, 2026.
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CERTIFIED FINANCIAL PLANNER® (CFP®) to serve as an Advisor or Paraplanner
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Job Description
A full-time CERTIFIED FINANCIAL PLANNER® (CFP®) is sought to serve as a Paraplanner or Financial Advisor for ForFutures Financial Planning, a private wealth advisory practice of Ameriprise, onsite in Voorhees, NJ.
Responsibilities
- Design and deliver a holistic financial planning program covering retirement, investments, tax planning strategies, estate planning, insurance, and cash-flow management.
- Lead client meetings and provide ongoing planning guidance and recommendations.
- Assess financial data to craft clear, actionable planning strategies.
- Collaborate with other advisors, investment teams, and operations staff.
- Monitor client progress and revise plans as goals or circumstances evolve.
- Remain current on financial planning strategies, regulatory developments, and best practices.
Requirements
- CFP® certification is required.
- Minimum 5 years of financial planning or advisory experience, with flexibility based on fit.
- Strong knowledge of retirement, investments, tax, and estate planning.
- Excellent communication and interpersonal skills.
- High ethical standards and a client-first mindset.
Technologies
- eMoney
- MoneyGuidePro
Benefits
- 401(k) matching
- Health insurance
- Paid time off
About Us
We are a client-centric financial planning practice dedicated to helping individuals and families make confident, well-informed financial decisions. Our approach emphasizes comprehensive planning, lasting relationships, and personalized guidance.
The Opportunity
We are seeking a CERTIFIED FINANCIAL PLANNER® (CFP®) professional to join our growing team as either a Paraplanner or Financial Advisor. The role suits individuals who value deep client relationships, collaborative teamwork, and holistic financial planning, with a competitive salary and incentive-based compensation.
Why Join Us
- Focus on holistic financial planning over product sales
- Build meaningful, long-term client relationships
- Join a supportive, growth-oriented team
- Make a lasting impact on clients' financial lives
To Apply
Please submit your resume and a brief cover letter describing your interest to our Practice Manager at [email protected].
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