Client Service Associate / Paraplanner - Remote

Overview

We are seeking a talented and professional Client Service Associate/Paraplanner to join a fast-paced team at Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area.

In Short

• Join a collaborative and client-focused team.
• Prepare client meeting agendas and gather data.
• Document and execute client meeting tasks.
• Maintain records in CRM and portfolio management software.
• Assist advisors and clients as needed.
• Work remotely every Friday.
• 3-8 years of experience in financial planning required.
• Detail-oriented with strong problem-solving skills.
• Willingness to obtain necessary licenses.
• Professional development assistance and tuition reimbursement offered.

Requirements

• 3-8 years of experience in financial planning/investment management.
• Experience with Money Guide Pro/eMoney and Redtail CRM is a plus.
• Must be willing to obtain Series 7 and Life & Health licenses.
• Detail oriented and able to manage tasks independently.
• Strong problem-solving and resourcefulness skills.

Benefits

• Group Medical, Dental, and Vision Insurance.
• Long Term Disability Insurance.
• Traditional or Roth IRA options.
• Paid Time Off.
• Professional Development Assistance.
• Tuition Reimbursement for job-related education.