Financial Advisory - Paraplanner

The Financial Advisory Paraplanner will support Lead Advisors in delivering comprehensive financial planning and wealth management services. This onsite role in Fairfield, NJ focuses on client data management, planning analysis, preparation of meeting materials, and progressing toward the CFP® designation.

Key Responsibilities

• Assist advisors with the preparation and implementation of comprehensive financial plans
• Collect, enter, and maintain client financial data across planning and portfolio systems
• Prepare planning analyses, including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
• Create client meeting materials, presentations, and follow-up action items
• Complete financial research and scenario analysis when requested by advisors
• Attend client meetings over time, with increasing responsibility as skills develop
• Maintain accuracy, confidentiality, and compliance with firm policies and applicable regulatory standards

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Strong desire to pursue the CFP® certification, with active enrollment or plans to enroll preferred
• 2+ years of experience in financial planning, wealth management, or financial services
• Exceptional attention to detail and analytical capabilities
• Strong written and verbal communication skills
• Proficiency with Microsoft Excel and Microsoft Word; familiarity with eMoney financial planning software is a plus
• Ability to handle multiple tasks in a fast-paced, collaborative environment

Tools and Technologies

• Microsoft Excel
• Microsoft Word
• eMoney financial planning software

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Supportive, collaborative environment committed to professional excellence
• Training, development, and long-term growth opportunities within the firm
• Tuition reimbursement for qualified expenses

Internal Application Policy

• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in the current role unless approved by EVP.

Equal Employment and Background Disclosure

You acknowledge that, if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance, and experience for evaluation for potential employment.

Kestra Financial is an equal employment opportunity employer and prohibits discrimination or harassment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.