Para-planner/Analyst/Support Advisor at NEW CENTURY INVESTOR SERV

Job Description:

Latest job information from NEW CENTURY INVESTOR SERV for the position of Para-planner/Analyst/Support Advisor. If the Para-planner/Analyst/Support Advisor vacancy in West Trenton matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at NEW CENTURY INVESTOR SERV for the position of Para-planner/Analyst/Support Advisor below matches your qualifications.

Job Description

Job Description

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-workers

Qualifications 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 insurance
• 401(k) retirement plan with employer match
• Paid time off (vacation, sick, and holidays)
• Partial or full financial support for professional accreditation and continuing education requirements
• Long-term career growth opportunities within the firm

Company Description

At 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 Description

At 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.

Job Info:

• Company: NEW CENTURY INVESTOR SERV
• Position: Para-planner/Analyst/Support Advisor
• Work Location: West Trenton
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Para-planner/Analyst/Support Advisor at the office West Trenton above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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