Paraplanner to CFP Candidate — Wealth Planning
Bluespring Wealth Partners, LLC
Kestra Financial, Inc. seeks a Paraplanner in Fairfield, NJ to support Lead Advisors in delivering comprehensive financial planning and wealth management services. This entry‑level to mid‑career role offers structured mentorship, real client exposure, and growth toward CFP® certification. You’ll assist with plans, data gathering, analyses, and materials for client meetings, while maintaining accuracy and confidentiality. Experience in finance and strong communication are essential. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
- Bluespring Wealth Partners in Fairfield, NJ is seeking a motivated Paraplanner to support Lead Advisors in comprehensive financial planning. This role offers hands-on exposure... ...careers. The ideal candidate should have a... ...desire to pursue the CFP® certification, along...Suggested
- ...Holdings is looking for a motivated Paraplanner in Fairfield, NJ, to support... ...comprehensive financial planning services. This role is ideal... ...structured mentorship. The ideal candidate has a bachelor’s degree in... ...a strong desire to pursue a CFP® certification, and over 2 years...Suggested
- ...Services we are a boutique wealth management firm providing... ...personalized financial planning and investment advisory services... ...and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a... ...enroll preferred) Ideal candidate will have 2+ years of...Suggested
$125k - $150k
...enabling them to preserve their wealth for future generations, and... ...investment management, financial planning, tax strategy, family office... ...net worth clients required. ~ CFP, CFA, CPA, JD, or MBA required... ...are determined based on final candidate qualifications and experience....SuggestedPermanent employmentTemporary workWork at officeFlexible hours- ...is a venture-backed, AI-native wealth advisor for modern investors... ...management, trust and estate planning, tax mitigation, and differentiated... ...Services team. The ideal candidate has deep experience building and... ...Series 65 license required (or CFP, or Series 7 and Series 66 in...Suggested
$75k
...success. As a Financial Advisor within PNC Wealth Management, you will be based at our... ...Management advisors execute an advice and planning strategy focused on helping clients meet... ...and achieve balance. We encourage candidates to connect with their recruiter and hiring...Full timeTemporary workPart timeWork experience placementWork at office$48k - $100k
A leading wealth management firm in Short Hills is seeking an experienced Financial Advisor to provide goals-based financial planning. The role offers a competitive compensation package between... ..., depending on experience. Ideal candidates will have 5+ years in the field,...- ...experiencing rapid growth. The Private Wealth Advisor will lead, train, and supervise... ...Advisors and Client Services team. The ideal candidate has deep experience building and... ...scenarios spanning asset allocation, financial planning, trust, tax and #J-18808-Ljbffr Lumida...
- RMR Wealth Builders, Inc. is seeking a Wealth Advisor for their Montclair, New Jersey headquarters... ...focuses on comprehensive financial planning, retirement education, and relationship... ...clients on complex financial concepts. Candidates must hold a degree in relevant fields...
- ...and investment goals, building a financial plan, and recommending brokerage products. Job... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor... ...for employment and hire qualified candidates without regard to race, religious creed,...Temporary workWork at officeMonday to FridayShift workDay shift
- ...your book of business. This role is designed to support your success with robust training and state-of-the-art technology. The ideal candidate has a Bachelor's degree, strong financial analysis skills, and experience in client management. Join us to contribute effectively...
- RMR Wealth Builders is seeking a Wealth Advisor to join our growing team at our Montclair, New Jersey headquarters. This client‑facing role focuses on comprehensive financial planning, retirement education, and relationship management. Job Location Montclair, NJ (In-Person...Full timeLocal areaImmediate start
- PNC Wealth Management is seeking a Premier Client Financial Advisor based in Upper Montclair, NJ. The role focuses on managing a client book, delivering holistic planning, and coordinating with internal partners to offer investment and insurance solutions. The position...
- ...Wealth Consultant About Life Science Wealth Life Science Wealth is a specialized... ...lives through science. We believe wealth planning should be deeply personal, strategic, and... ...software Preferred Qualifications CFP®, CFA®, CPA, or other financial industry...Permanent employmentFlexible hours
- ...Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice... ...experts in Financial Planning, Carriers, Wholesalers in Insurance... ...or insurance experience. CFP (Certified Financial Planner),... ...will be advanced. The successful candidate’s particular combination of knowledge...Work experience placementBank staffWork at office
- Entry-Level Wealth Advisor - Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you ready to start a career where you can make... ...Build and maintain long‑term client relationships Learn financial planning concepts, products, and industry regulations Prospect and...Work at officeLocal area
$68k - $120k
...SUMMARY: The Investment Consultant - Wealth Planning Specialist is a senior level resource available... ...years of relevant work experience ~ CFP ~ Insurance Licensed ~ Wealth... ...0 and $120,000 per year. The successful candidate may be eligible for an annual discretionary...Full timeTemporary workWork experience placementLocal area- ...Advisor/Sr. Planner to partner with the CEO and drive comprehensive wealth management for a premier high-net-worth client base. You will... ...elite client relationships, and orchestrate sophisticated planning strategies. This role requires deep expertise in tax, estate, retirement...
- Wisepath Group is recruiting for a direct-hire Wealth Management support role in Parsippany-Troy Hills, NJ. You will work with Senior... ...Advisors on client cases, contributing to strategy design and joint-planning meetings. The position emphasizes licensing, ongoing education,...Base plus commission
$100k - $250k
...retained to recruit for a premier, established wealth management practice aligned with... ...operates under a specialized macroeconomic planning philosophy that prioritizes protection-... ...business. To learn more about our candidate advocacy and talent matching, visit us at...Work at officeLocal area$110.7k - $218.3k
...discussions on project execution, work planning, and deliverable managementContribute to... ...actionable recommendations The successful candidate would possess these skills • Ability to... ...Transaction, Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real...Work at officeVisa sponsorship- ...through ongoing relationships. Role emphasizes licensing sponsorship, structured training, and mentorship to advance toward wealth management, including CFP/ChFC designations. Location options include Saddle Brook, NJ or NYC, with a flexible schedule to balance productivity...Flexible hours
- OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site) At OnePoint... ...Planner is involved in managing the financial planning, attending client meetings, taking notes,... ...Bachelor’s Degree preferably in Finance. CFP a plus. Team player with strong...
- ...the strategic delivery of comprehensive wealth management solutions for the firm’s premier... ..., orchestrating sophisticated financial planning strategies, and collaborating side-by-side... ...: Certified Financial Planner (CFP®) designation is strictly required. ? Technical...
- ...worry less through personalized financial planning. They are business owners who acquire... ...your business and build a team The ideal candidate will have: Active Life & Health licenses... ...7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability...Work at officeFlexible hours
$48k - $100k
...financial institution is seeking experienced Financial Advisors in Wayne, New Jersey, to deliver comprehensive wealth strategies and client-focused services. Ideal candidates will have over 5 years of experience and a proven record in client portfolio management. This role...$48k - $100k
About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive... ...goals‑based wealth management, including planning for retirement, education, legacy, and... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...Shift workDay shift- ...equivalent to follow) About Northern Advisory Group Northern Advisory Group is a growing wealth management practice built around long-term client relationships, disciplined financial planning, and entrepreneurial advisors who want to own their future. We develop advisors who...Work at office
$28.85 - $39.9 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Fair Lawn, NJ Fair Lawn, NJ, United States and 1 more Job Information... ...information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead...Full time$110.7k - $218.3k
...customized solutions for business components and prototypesDrive test planning, execution, and optimization supportTroubleshoot configuration... ...implementation support to optimize user adoption A successful candidate would possess these skills: Ability to build and maintain...Local areaVisa sponsorship
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