Paraplanner | West Deptford, New Jersey

Reference Number: DW6033
Location: West Deptford, New Jersey

Judson Group has been retained by a highly regarded and ambitious wealth management firm in West Deptford, NJ in the search for a Paraplanner. This individual will laterally support the firm’s financial advisors and clients with relationship management, operational tasks, and financial planning. The ideal candidate will have experience managing client relationships and/or working with clients face-to-face. This individual will be expected to deliver unwavering commitment to exceed client expectations.

Responsibilities:

  • Serves as resource for financial advisors in designing a tailored financial analysis or comprehensive financial plan for a client that meets their financial needs and goals.
  • Build and maintain client relationships in partnership with the financial advisors.
  • Monitor asset allocation models and asset rebalancing.
  • Attend meetings held by the financial advisors with clients and prospects.
  • Summarizes client meeting notes and provides recommended planning options with summary and forecast.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Assist in development of marketing materials.
  • Handle incoming client calls and requests including questions, money movement, and distributions.
  • Act as client relationship manager for clients assigned by financial advisors and leadership.

Requirements:

  • BA/BS Degree; CFP or similar designations strongly preferred.
  • 2+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Series 7 license required
  • Strong working knowledge of investment concepts such as asset allocation, retirement plans, equities, fixed income, mutual funds and insurance-based products.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:

  • Competitive base salary.
  • Bonus potential based on individual goals and company performance.

Location:
West Deptford, New Jersey

Reference Number: DW6033

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