Finance Jobs in Voorhees, NJ

1 job found

Include remote jobs

1mo ago

CERTIFIED FINANCIAL PLANNER® (CFP®) to serve as an Advisor or Paraplanner

ForFutures Financial Planning, Ameriprise Voorhees, NJ

Voorhees, NJ

1mo ago Closed

Full time Advisor CFP Client Service

This position is no longer accepting applications (closed Jul 19, 2026).

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 jacquelyn.haas@ampf.com.

View full job page →

Get Finance Jobs in Voorhees, NJ alerts

New Finance Jobs in Voorhees, NJ, daily.