Financial Advisory - Paraplanner
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Key details
- Location
- Fairfield, NJ, United States
- Work style
- Onsite
- Level
- Mid level
- Experience
- 2–5 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 22h ago
Skills
cash flowestate planningexcelfinancial planningmicrosoft wordscenario analysistax planning
About the role
Lead with Purpose. Partner with Impact.
At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our firm emphasizes long-term client relationships, thoughtful advice, and professional development. We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management.
The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.
What you’ll Do:
Assist advisors with the preparation and implementation of comprehensive financial plans
Gather, input, and maintain client financial data across planning and portfolio systems
Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
Prepare client meeting materials, presentations, and follow-up action items
Conduct financial research and scenario analysis as requested by advisors
Participate in client meetings over time, with increasing responsibility as skills develop
Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
What You Bring:
Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
Ideal candidate will have 2+ years of experience in financial planning, wealth management, or financial services
Exceptional attention to detail and analytical skills
Strong written and verbal communication skills
Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
Ability to manage multiple tasks in a fast-paced, collaborative environment
At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our firm emphasizes long-term client relationships, thoughtful advice, and professional development. We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management.
The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.
What you’ll Do:
Assist advisors with the preparation and implementation of comprehensive financial plans
Gather, input, and maintain client financial data across planning and portfolio systems
Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
Prepare client meeting materials, presentations, and follow-up action items
Conduct financial research and scenario analysis as requested by advisors
Participate in client meetings over time, with increasing responsibility as skills develop
Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
What You Bring:
Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
Ideal candidate will have 2+ years of experience in financial planning, wealth management, or financial services
Exceptional attention to detail and analytical skills
Strong written and verbal communication skills
Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
Ability to manage multiple tasks in a fast-paced, collaborative environment