Financial Planner

About WealthScorz Financial Group

At WealthScorz Financial Group, we are dedicated to helping individuals, families, and business owners achieve financial confidence through comprehensive planning and personalized advice. As an independent wealth management firm, we pride ourselves on building lasting relationships and delivering exceptional service tailored to each client's unique goals.

Our team collaborates closely to provide holistic financial planning, retirement strategies, investment management, estate planning coordination, and retirement plan consulting. We are seeking a Financial Paraplanner who is passionate about financial planning and eager to grow within a dynamic and client-focused environment.

Position Summary

The Financial Paraplanner will collaborate closely with advisors to support the financial planning process, prepare client analyses, assist in developing recommendations, and contribute to a seamless client experience. This role is well suited for an individual seeking to build a long-term career in financial planning and wealth management.

The successful candidate will possess strong analytical abilities, attention to detail, excellent communication skills, and a desire to continually expand their financial planning knowledge.

Key Responsibilities

Financial Planning Support

• Assist advisors in preparing comprehensive financial plans and recommendations.
• Gather, organize, and analyze client financial data.
• Prepare retirement projections, cash flow analyses, education funding analyses, insurance reviews, and estate planning summaries.
• Assist with investment allocation reviews and portfolio analysis.
• Research planning strategies and solutions to address client needs.

Client Meeting Preparation

• Prepare meeting agendas, reports, presentations, and planning materials.
• Generate financial planning reports and recommendations.
• Document client meetings and maintain detailed records of planning discussions.
• Track action items and follow-up tasks resulting from client meetings.

Client Service & Relationship Management

• Communicate with clients to obtain financial information and supporting documentation.
• Assist with onboarding new clients and gathering required planning data.
• Support advisors in responding to client inquiries regarding financial planning matters.
• Help ensure a consistent, high-touch client experience.

Operations & Compliance

• Maintain accurate client records within CRM and financial planning software.
• Support account opening and maintenance processes as needed.
• Ensure planning documentation complies with firm policies and regulatory requirements.
• Assist with workflow management and project tracking.

Qualifications

• Bachelor's degree in Financial Planning, Finance, Accounting, Economics, Business Administration, or a related field.
• 1–3 years of experience in financial services, wealth management, banking, accounting, or financial planning preferred.
• Strong analytical, mathematical, and problem-solving skills.
• Exceptional attention to detail and organizational abilities.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.

Preferred Qualifications

• CFP® coursework completed, in progress, or a desire to pursue CFP® certification.
• Familiarity with financial planning software such as eMoney, MoneyGuidePro, RightCapital, or similar platforms.
• Experience with Schwab Advisor Center, CRM systems, and Microsoft Office Suite.
• Understanding of retirement planning, tax planning, estate planning, risk management, and investment management concepts.

What You'll Gain

• Direct mentorship from experienced financial advisors.
• Exposure to comprehensive financial planning and wealth management strategies.
• Opportunities for professional development and CFP® certification support.
• A collaborative team environment focused on growth and continuous learning.
• A clear career path toward Financial Advisor and Lead Advisor roles.

Compensation & Benefits

• Competitive salary based on experience
• Performance-based bonus opportunities
• Retirement plan benefits
• Paid time off and holidays
• Professional development and continuing education support
• CFP® certification assistance (if applicable)

Why WealthScorz Financial Group?

At WealthScorz Financial Group, we believe strong financial planning starts with exceptional people. We foster a culture of professionalism, integrity, collaboration, and continuous improvement, giving every team member the opportunity to make a meaningful impact on clients’ lives while building a rewarding career in financial services.

Apply Today

If you are motivated to grow within a client-focused wealth management firm and contribute to meaningful financial planning work, we invite you to apply. Please submit your resume and cover letter to tpuma@wealthscorz.com for consideration.

Pay: $60,000.00 - $85,000.00 per year

Benefits:

• 401(k) matching
• Financial planning services
• Paid time off
• Professional development assistance

Education:

• Bachelor's (Preferred)

Experience:

• financial planning, wealth management: 1 year (Preferred)

Ability to Commute:

• Berkeley Heights, NJ 07922 (Required)

Work Location: In person

Salary : $60,000 - $85,000