Financial Paraplanner | West Deptford, New Jersey

Reference Number: MHH7246
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 Financial Paraplanner. This individual will be supporting the firm’s financial advisors and clients with various financial planning administration and responsibilities. The ideal candidate will have experience handling client transactions, assisting in implementing investment and financial planning recommendations, and participating in client meetings. This individual will be expected to deliver unwavering commitment to exceeding client and community 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 or goals.
  • Maintain client relationships in partnership with the financial advisors.
  • Monitor asset allocation models and asset rebalancing.
  • Responds to tax inquires without providing tax advice.
  • Attend meetings held by the financial advisors with clients and prospects.
  • Summarizes client meeting notes and provides recommended planning options with summary and forecast.
  • Gather client data including financial constraints and goals.
  • Participate with financial advisor in client presentation of financial plans and reviews.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Assist in development of marketing materials.

Requirements:

  • BA/BS Degree; advanced degree and/or designations (CFP, MBA, JD) preferred.
  • 2+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Series 7 required and ability to obtain Series 66.
  • CFP designation or ability to achieve within 36 months.
  • Life, Health and Variable annuity license or ability to obtain within 12 months.
  • 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 and benefits.
  • Bonus potential based on individual goals and company performance.

Location:
West Deptford, New Jersey

Reference Number: MHH7246

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