Paraplanner: Path to CFP & Wealth Planning
Kestra Financial
Kestra Financial is seeking a motivated Paraplanner to support Lead Advisors in delivering comprehensive financial planning. This role is ideal for someone early in their career who is detail-oriented and committed to becoming a CFP® professional. In this position, you will assist with financial plans, maintain client data, and participate in client meetings, gaining hands-on experience while supported by experienced advisors. Join our team to help clients navigate meaningful financial decisions and take advantage of collaborative growth opportunities. #J-18808-Ljbffr Kestra Financial
- Kestra Holdings is looking for a motivated Paraplanner in Fairfield, NJ, to support Lead... ...Advisors in delivering comprehensive financial planning services. This role is ideal for those... ...in finance, a strong desire to pursue a CFP® certification, and over 2 years of...Suggested
- .... Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals... ...We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long‑term...Suggested
- ...2026 at 8:00 AM Lead with Purpose. Partner with Impact. At U.S. Financial Services is a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our philosophy is rooted in long‑term...SuggestedWork at officeFlexible hours
$300k
Aptimized, an independent wealth management firm located in Fairfield, NJ, is seeking experienced advisors. The ideal candidates should have an existing fee-based book of business, aiming for production between $300,000 and $600,000 annually. Successful candidates will...SuggestedRelocation package- Cornerstone Planning Group | Fairfield, NJ At Cornerstone Planning Group, we are a growth-oriented financial advisory firm committed to... ...the ongoing delivery of financial planning strategies and wealth management solutions Work closely with lead advisors to help manage...SuggestedWork at officeFlexible hours
- One Legacy Financial Group is hiring for the position of Financial Advisor Associate in Fairfield, NJ. This role offers mentorship and training, enabling individuals to build a meaningful career in financial services, with hybrid and remote opportunities available. Successful...Remote job
- ...safeguard company assets and ensure data integrity. Conduct periodic risk assessments, identify control gaps, and implement remediation plans. Ensure controls are operating effectively and are well‑documented. Cash Flow, Working Capital & Planning Monitor cash flow,...Local area
- Cornerstone Planning Group is looking for a Servicing Financial Advisor in Fairfield, NJ. This role focuses on managing and deepening client relationships, ensuring exceptional service without sales quotas. You’ll partner with lead advisors to conduct review meetings and...Flexible hours
$28.85 - $33.65 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through...Hourly payFull timeTraineeshipWork at officeLocal areaImmediate startShift workDay shift- A. O. Smith Corporation is seeking an Assistant Controller in Fairfield, NJ. This role involves collaborating with the CFO on budgeting and forecasting while managing day-to-day accounting operations. Candidates must have a Bachelor’s degree in accounting, CPA or CMA certification...
- First Bank in Fairfield, NJ is seeking a Personal Banker to deliver exceptional in-branch customer experiences. The role requires engaging with customers for their banking needs, including teller transactions and referrals to other services. The ideal candidate has a high...
- Valley National Bank is looking for a dedicated employee to focus on business development, which includes acquiring new clients and expanding relationships with existing ones. Duties involve maintaining and servicing assigned portfolios, negotiating lending agreements, ...
- ...eligibility conditions, including health and dental insurance, life insurance, short term and long term disability, and the Bank's 401k Plan. Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible...Temporary work
$20.43 - $32.31 per hour
...part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and...Hourly payFull timeWork experience placementWork visaFlexible hours$20.43 - $32.31 per hour
Fulton Bank, N.A. is looking for a Relationship Banker at its Elmer, NJ financial center. This full-time role involves providing exceptional customer service and handling sales effectively, while ensuring compliance with company policies. Successful candidates will possess...Hourly payFull time- ...experience. The ideal candidate will have a high school diploma and at least 2 years of customer service or sales experience. This position offers competitive hourly pay and comprehensive benefits, including medical plans and a 401(k) program. #J-18808-Ljbffr Fulton BankHourly payFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Paraplanner: Path to CFP & Wealth Planning. Be the first to apply!

