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CERTIFIED FINANCIAL PLANNER® (CFP®) to serve as an Advisor or Paraplanner
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ForFutures Financial Planning, Ameriprise
Voorhees Township, NJ (In Person)
Full-Time
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Job Description
CERTIFIED FINANCIAL PLANNER
® (CFP®) to serve as an Advisor or Paraplanner ForFutures Financial Planning, Ameriprise Voorhees, NJ Job Details Full-time 6 days ago Benefits Paid holidays Health insurance 401(k) Paid time off 401(k) matching Qualifications CFP Finance Bachelor's degree Business Full Job Description ForFutures Financial Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Employment Opportunity for: Financial Advisor, CERTIFIEDFINANCIAL PLANNER
® (CFP®) Paraplanner, CERTIFIEDFINANCIAL PLANNER
® (CFP®) Full-Time About Us We are a client-centric financial planning practice dedicated to helping individuals and families make confident, well-informed financial decisions. Our approach is rooted in comprehensive planning, long-term relationships, and personalized guidance. The Opportunity We are seeking aCERTIFIED FINANCIAL PLANNER
® (CFP®) professional to join our growing team to serve as either a Paraplanner or Financial Advisor. This role is ideal for those who values deep client relationships, collaborative teamwork, holistic financial planning and looking for a competitive salary with incentivized compensation. You will work closely with our clients to develop and implement comprehensive financial planning while partnering with other advisors and support staff to deliver a high-quality client experience and further deepening relationships. Additionally, there may be potential to grow your own client base. Key Responsibilities- Develop and deliver comprehensive financial planning approach across retirement, investments, tax planning strategies, estate, insurance, and cash-flow planning
- Conduct client meetings and provide ongoing planning guidance and recommendations
- Analyze financial data and create clear, actionable planning strategies
- Collaborate with advisors, investment teams, and operations staff
- Monitor client progress and adjust plans as goals or circumstances change
- Stay current on financial planning strategies, regulations, and best practices Qualifications
- CFP® certification required
- Bachelor's degree in finance, economics, business, or related field preferred
- 5+ years of financial planning or advisory experience (flexible based on fit)
- Strong knowledge of retirement, investment, tax, and estate planning
- Excellent communication and interpersonal skills
- High ethical standards and a client-first mindset
- Experience with financial planning software (e.g., eMoney, MoneyGuidePro) a plus What We Offer
- Competitive salary and incentive compensation
- Health and 401(k)
- Paid time off and holidays
- Continuing education and professional development support
- Collaborative team culture with long-term growth opportunities Why Join Us?