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Paraplanner Analyst: Path to Client-Facing Advisor
Job in
Trenton, Mercer County, New Jersey, 08628, USA
Listed on 2026-01-17
Listing for:
NEW CENTURY INVESTOR SERV
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services
Job Description & How to Apply Below
A financial services firm in Hamilton Township, NJ is hiring a Financial Services Paraplanner. This role provides administrative support to financial advisors and is essential in delivering personalized client experiences. Key responsibilities include organizing financial data, using planning software, and preparing reports. Ideal candidates will have a Bachelor's degree in Finance and 2-3 years of related experience. Comprehensive benefits include medical insurance and retirement plans.
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