Top 1 Paraplanner Jobs in Haddon Heights, Nj

Paraplanner
Cypress Financial Planning, LLC —Haddon Heights, NJ
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- 401(k)
- Paid time off
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Paraplanner
Cypress Financial Planning, LLC —Haddon Heights, NJ
Perform financial analysis using advanced software tools to evaluate client plans and investment portfolios. You will be provided the resources and mentorship…
$60,000 - $75,000 a year
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9d
Licensed Paraplanner
Ameriprise Financial Services, LLC —Limerick, PA
Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product…
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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
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Paraplanner

Cypress Financial Planning, LLC
Haddon Heights, NJ

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Job Details

Full-time
$60,000 - $75,000 a year
9 days ago

Benefits

401(k)
Paid time off
401(k) matching
Professional development assistance
Opportunities for advancement

Qualifications

Customer communication
Research
Bachelor's degree
Financial services

Full Job Description

Job Summary

At Cypress Financial Planning, we are fee-only, comprehensive financial planners and investment managers passionate about helping our clients achieve their financial goals. We are seeking a dynamic and detail-oriented Paraplanner to join our rapidly growing team. In this role, you will support financial planners by preparing comprehensive financial plans, conducting research on various financial topics, and preparing materials for client review meetings. This position offers an exciting opportunity for professionals passionate about personal finance to pursue a career in financial planning. We are seeking someone motivated to grow through a defined career path to ultimately become a senior financial planner within our firm. You will be provided the resources and mentorship necessary to complete your CFP certification within your first two years. You'll then have the opportunity to advance to an Associate Financial Planner role working directly with firm clients provided to you through our existing organic growth channels.

Responsibilities

Assist financial planners in developing personalized financial plans tailored to client needs, including retirement, estate, tax, insurance and investment strategies
Conduct detailed research on various financial planning and investment topics
Prepare accurate and thorough client meeting materials
Sit in on client meetings to take notes and gather data to help translate the discussion into actionable plan deliverables
Ensure all client communications and meeting notes are entered and maintained accurately in firm CRM system
Support the implementation of client recommendations by coordinating with financial planners, external partners (accountants, attorneys, etc.) and our investment custodian, Charles Schwab, to ensure the timely completion of post-meeting tasks
Perform financial analysis using advanced software tools to evaluate client plans and investment portfolios
Engage in client relationship management by communicating complex financial concepts clearly and professionally

Skills / Qualifications

Proficiency in financial planning software and tools for investment management including Excel and eMoney
Advanced knowledge of financial planning concepts
Strong analytical skills with the ability to interpret complex financial data accurately
Excellent client communication skills to explain technical information clearly and concisely to build trusting relationships
Self-starter capable of completing tasks and hitting deadlines both independently and in collaboration with senior team members
Ability to manage multiple priorities efficiently while maintaining attention to detail
Bachelor's Degree required
CFP certification preferred
Experience in financial services strongly preferred

Why Cypress?

Defined career path to become Associate Financial Planner within 2-3 years
Hands on experience with mentorship from Senior Financial Planners
Young, growth oriented leadership team interested in expansion

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance

Education:

Bachelor's (Required)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

CFP (Preferred)

Work Location: Hybrid remote in Haddon Heights, NJ 08035

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