About this role
Paraplanner at Kestra. Location: Fairfield, New Jersey, United States. Role: assisting advisors, gathering data, developing analyses Requirements: Bachelor's degree in finance-related field, interest in pursuing CFP®, 2+ years financial planning experience preferred, strong attention to detail, Microsoft Excel/Word and eMoney proficiency, excellent communication and analytical skills. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, eMoney Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English