Financial Services Paraplanner
Location: Hamilton Township, NJ
Employment Type: Full Time
Compensation: $50,000 - $70,000 annually, commensurate with experience, plus potential for incentive compensation and bonuses.
Job Summary
We are seeking a highly motivated and detail-oriented Para-planner to join our team and provide essential technical and administrative support to our Lead Financial Advisors. This role is crucial in delivering high-quality, personalized financial advice and ensuring a seamless client experience. The successful candidate will work closely with advisors on case design, data analysis, and plan development, with a clear path for career growth into a client-facing advisor role for the right candidate.
Essential Duties and Responsibilities
Gather and organize clients' financial data, including income, expenses, assets, and liabilities.Input client data into financial planning software (e.g., eMoney, MoneyGuidePro) to model potential scenarios and outcomes.Conduct detailed research on investment options, market trends, insurance needs, and retirement strategies.Prepare comprehensive financial reports and client-facing presentation materials for advisor meetings.Assist with the implementation of financial plans, including preparing new business paperwork, opening accounts, transferring assets, and facilitating required minimum distributions (RMDs).Maintain accurate and updated client records and interactions within our CRM system (Redtail/Salesforce) to ensure compliance and efficient follow-up.Monitor client portfolios and investments to ensure alignment with stated goals and identify potential risks or opportunities.Effectively communicate with clients, lead financial advisors and co-workersQualifications and Skills
Education: Bachelor’s degree in Finance, Accounting, Personal Financial Planning, or a related field strongly preferred.Experience: A minimum of 2-3 years of professional experience in the financial services industry or a related field is highly valued.Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with financial planning software and CRM systems is preferred.Core Competencies: Strong analytical skills, exceptional attention to detail, excellent organizational and communication skills, and the ability to manage multiple tasks and deadlines in a fast-paced environment.Licenses & Certifications: FINRA Series 7 and Series 63/65 (or 66) licenses are required (or the ability to obtain them shortly after hire).Benefits
We offer a competitive compensation and benefits package designed to support your well-being and professional growth, including:
Comprehensive medical and dental insurance401(k) retirement plan with employer matchPaid time off (vacation, sick, and holidays)Partial or full financial support for professional accreditation and continuing education requirementsLong-term career growth opportunities within the firmCompany DescriptionAt New Century Investor Services, we understand that the backbone of financial success is a thoroughly personalized approach to financial planning. Centrally located in Hamilton Township in Mercer County, New Jersey, our team specializes in a comprehensive range of services tailored to your unique financial needs and aspirations. From Investment Advisory to Retirement and College Planning, and from Estate Management to Tax Preparation and Strategic Insurance solutions.Company DescriptionAt New Century Investor Services, we understand that the backbone of financial success is a thoroughly personalized approach to financial planning. Centrally located in Hamilton Township in Mercer County, New Jersey, our team specializes in a comprehensive range of services tailored to your unique financial needs and aspirations. From Investment Advisory to Retirement and College Planning, and from Estate Management to Tax Preparation and Strategic Insurance solutions. Read Less