Para Planner or Financial Advisor

Job Description

Job Description

Are you stuck in a finance job that turned out to be all sales and no substance?

Looking for a place where you can actually learn the craft, take on real responsibility, and do work that means something?

Are you a recent Finance Grad that wants real hands on planning and client experience?

Retirement Prosperity Group & Prosperity Advisers LLC, a growing, family-owned financial planning firm in Horsham, PA, is looking for a **Financial Planning Associate** to join our team. Here's what makes us different:

This is not a sales role. No quotas, no cold-calling, no products to sell or push.

Just real financial planning work, focused on genuinely helping clients build lasting wealth and complete planning.

We're a fast-paced, energetic office with the personal training and support to help you succeed — and grow. If you love finance, take initiative, and want more meaning in your work than your current firm offers, we want to hear from you.

Whether you just love Para-planning work or want to be a Financial Advisor in the future, we will support your real on the job training and further financial education. Initiative and hard work are expected.

Why You'll Love Working Here:

- *No sales role and no sales requirements** — your job is to help clients plan, not to sell anything - ever. 

- Beautiful, historic office setting with an energetic, collaborative team

- Dedicated, personal on-the-job training and mentorship from experienced Advisors

- Paid training and clear advancement opportunities — real room to learn more and take on more

- Work that makes a difference in people's lives

- A family-owned culture that takes client care seriously

Your Role:

- Support our advisors in preparing client financial plans, reviews, and recommendations

- Learn to gather and organize client financial data, model planning scenarios, and prepare deliverables

- Sit in on client meetings and follow-ups — and grow into leading them over time

- Coordinate with trusted partners such as CPAs, estate planning attorneys, and healthcare professionals

- Help manage research, documentation, and case prep that keeps clients exceptionally well served

- Take on more responsibility as your skills develop

- If you have interest in becoming a financial advisor in the future that would be plus but is not required

What We're Looking For:

- A genuine interest in finance, investing, and helping people plan for their future

- Someone who may be unhappy in a current financial role and wants a firm with no sales pressure — just meaningful planning work

- A proactive self-starter who takes initiative and wants room to learn and grow

- Strong organization, attention to detail, and a willingness to learn the "why" behind the work

- Excellent communication skills and a client-first mindset

- Proficiency in Microsoft Word and Excel

- A degree in finance, economics, accounting, or a related field is a plus — but a sharp, motivated candidate with real passion for the field will be considered

- We offer college/ finance course support — SIE, Series 65, ChFC, insurance licenses, Notary, etc. 

How to Apply:

Ready to do work in finance that actually means something — and grow while you do it? Apply today with your resume, and answer our screening questions, including what you're looking for in your next role. We read these to decide who to interview.

*Make a difference at work. Build your career with the best in holistic financial planning.

**Starting Salary is dependent on experience.

Company Description

We are a financial services and Advisory Firm we manage client assets and grow their wealth. We are a Fiduciary based firm which means we set up our firm to put clients needs above our own. We are a conservative company with clients who have a high expectation for professionalism. If you google our company you can see the images of the space we work in.

Our clients range from age 25 to 90. We are a boutique firm that offers very personalized service looking for a new team member as we continue to expand. This is not a sales position. We do not have any sales positions.

Address: 424 Dresher RD, Horsham PA 19044

Company Description

We are a financial services and Advisory Firm we manage client assets and grow their wealth. We are a Fiduciary based firm which means we set up our firm to put clients needs above our own. We are a conservative company with clients who have a high expectation for professionalism. If you google our company you can see the images of the space we work in. \r\n\r\nOur clients range from age 25 to 90. We are a boutique firm that offers very personalized service looking for a new team member as we continue to expand. This is not a sales position. We do not have any sales positions.\r\n\r\nAddress: 424 Dresher RD, Horsham PA 19044