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Job Description Financial Services Paraplanner Location: Hamilton Township, NJ Employment Type: Full Time Compensation: $50,000 - $70,000 annually, commensurate with experience, plus potential for incentive compensation and bonuses. Job Summary We are seeking a highly motivated and detail-oriented Para-planner to join our team and provide essential technical and administrative support to our Lead Financial Advisors. This role is crucial in delivering high-quality, personalized financial advice and ensuring a seamless client experience. The successful candidate will work closely with advisors on case design, data analysis, and plan development, with a clear path for career growth into a client-facing advisor role for the right candidate. Essential Duties and Responsibilities • Gather and organize clients' financial data, including income, expenses, assets, and liabilities., • Input client data into financial planning software (e.g., eMoney, MoneyGuidePro) to model potential scenarios and outcomes., • Conduct detailed research on investment options, market trends, insurance needs, and retirement strategies., • Prepare comprehensive financial reports and client-facing presentation materials for advisor meetings., • Assist with the implementation of financial plans, including preparing new business paperwork, opening accounts, transferring assets, and facilitating required minimum distributions (RMDs)., • Maintain accurate and updated client records and interactions within our CRM system (Redtail/Salesforce) to ensure compliance and efficient follow-up., • Monitor client portfolios and investments to ensure alignment with stated goals and identify potential risks or opportunities., • Effectively communicate with clients, lead financial advisors and co-workers Qualifications and Skills • Education: Bachelor’s degree in Finance, Accounting, Personal Financial Planning, or a related field strongly preferred., • Experience: A minimum of 2-3 years of professional experience in the financial services industry or a related field is highly valued., • Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with financial planning software and CRM systems is preferred., • Core Competencies: Strong analytical skills, exceptional attention to detail, excellent organizational and communication skills, and the ability to manage multiple tasks and deadlines in a fast-paced environment., • Licenses & Certifications: FINRA Series 7 and Series 63/65 (or 66) licenses are required (or the ability to obtain them shortly after hire). Benefits We offer a competitive compensation and benefits package designed to support your well-being and professional growth, including: • Comprehensive medical and dental insurance, • 401(k) retirement plan with employer match, • Paid time off (vacation, sick, and holidays), • Partial or full financial support for professional accreditation and continuing education requirements, • Long-term career growth opportunities within the firmCompany DescriptionAt New Century Investor Services, we understand that the backbone of financial success is a thoroughly personalized approach to financial planning. Centrally located in Hamilton Township in Mercer County, New Jersey, our team specializes in a comprehensive range of services tailored to your unique financial needs and aspirations. From Investment Advisory to Retirement and College Planning, and from Estate Management to Tax Preparation and Strategic Insurance solutions.At New Century Investor Services, we understand that the backbone of financial success is a thoroughly personalized approach to financial planning. Centrally located in Hamilton Township in Mercer County, New Jersey, our team specializes in a comprehensive range of services tailored to your unique financial needs and aspirations. From Investment Advisory to Retirement and College Planning, and from Estate Management to Tax Preparation and Strategic Insurance solutions.

Job Description We are a family-run construction company looking for a highly organized, energetic, and adaptable Operations & Office Coordinator to support both office and field operations. This is a hands-on role for someone who thrives in a fast-paced environment, can manage multiple responsibilities at once, and is comfortable handling both structured tasks and one-off requests. You’ll take ownership of core administrative processes while also stepping in wherever needed to keep the business running smoothly. Key Responsibilities Core Weekly Responsibilities (High Priority) Process and enter payroll (via Connecteam → ADP) with accuracy and timeliness Manage purchasing workflow: Obtain vendor quotes Issue purchase orders (QuickBooks) Track and follow up on deliveries Field & Operations Support Maintain daily/weekly field documentation (Fieldwire) Coordinate with foremen to ensure required reporting is complete Manage tool inventory, rentals, repairs, and allocation Administrative & Office Operations Manage incoming/outgoing mail, shipping (UPS/FedEx), and deliveries Print/send checks, log activity in QuickBooks, and deposit incoming payments Maintain certificates, licenses, and compliance documentation Maintain fleet documentation, including insurance, registrations, and toll/EZ Pass accounts Ensure all subcontractor documentation (COIs, W-9s, lien waivers) is current, complete, and on file prior to work/payment Organize and manage material samples and storage General Office Support Maintain office organization and supplies Handle light office upkeep (restocking, basic cleaning, etc.) Run local errands as needed (Staples, banking, shipping, etc.) What We’re Looking For Strong organizational and time management skills High level of accountability and follow-through Clear, direct communicator (especially when coordinating with field teams) Confident using Microsoft Office (Outlook, Excel, Word, Teams, OneDrive, Planner) Able to learn and navigate systems like QuickBooks, ADP, Fieldwire, and vendor platforms Work Environment We are an eclectic, family-run business where everyone wears multiple hats. This role requires someone who is: Adaptable and solution-oriented Comfortable taking direction from multiple stakeholders Not easily overwhelmed or sensitive to direct communication Interested in helping improve processes over time Growth Opportunity This role has strong potential for growth in both responsibility and compensation for the right candidate who demonstrates ownership and initiative. Company DescriptionOK Construction & Contracting, LLC is a growing, family-owned construction company. We have more than doubled our revenue over the past two years and are transitioning key financial functions from third-party support to an in-house team. We are casual, direct, and collaborative - people here wear many hats and work closely with ownership. "Quality is not an act, it is a habit." ~ARISTOTLEOK Construction & Contracting, LLC is a growing, family-owned construction company. We have more than doubled our revenue over the past two years and are transitioning key financial functions from third-party support to an in-house team. We are casual, direct, and collaborative - people here wear many hats and work closely with ownership.\r\n\r\n"Quality is not an act, it is a habit." ~ARISTOTLE

Job DescriptionUnleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 200-350K+ Financial Advisors: Stop Chasing Leads. Start Serving Clients. Are you a driven, results‑focused Financial Advisor or Insurance Agent who loves real planning conversations but is tired of grinding for leads, chasing paperwork, and being your own marketing department? If you hold an active Health & Life license and want a clear path to six‑figure income without burning out, this may be the opportunity you’ve been working toward. Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: • No more spending most of your week prospecting instead of advising, • No more pressure to constantly “hunt” your natural market, • No more juggling marketing, admin, and case design alone, • No more inconsistent lead flow and unpredictable income Why this is different We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs. Through our strategic partnership with an established estate planning organization, you meet with clients who want guidance—no door knocking, no cold calling. To protect opportunity and territories, we are only bringing on 1–2 advisors per state, ensuring true exclusivity and no advisor overcrowding. The opportunity: Senior Market Financial Planner (Annuity Focus) As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy: • Pre‑set, qualified appointments – 10–12 per week booked for you, • Exclusive territory – You live in and represent your own state, • Top‑tier support – Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients, • Strong six‑figure income potential – Results‑driven commission model that rewards production, • Product freedom – Access to a wide range of high‑quality products and carriers to build tailored retirement solutions, • Flexibility – You manage your own schedule with a consistent flow of business What we’re looking for • Active Health & Life insurance license, • Series 65, or Series 7 & 66, or ChFC, • Clean U4 record (if registered), • Proven face‑to‑face sales success with a consultative, needs‑based approach, • Comfortable with basic tech (CRM, e‑applications, email, Microsoft Office), • Willingness to travel within your state to meet with qualified clients, • A genuine passion for serving retirees and helping them secure long‑term peace of mind What you get • 8–12+ pre‑scheduled appointments per week with qualified, engaged prospects, • Dedicated back‑office team to streamline your workflow and handle case management, • Consistent, predictable flow of opportunities without building your own marketing machine, • Control over your schedule with a platform built for closing and client impact, • Real, sustainable path to six‑figure and above earnings Your next move If you’re a high‑performing, SEC‑licensed financial professional who wants to spend more time advising and less time prospecting, we’d like to talk. Apply now to secure availability in your state and explore whether this exclusive model is the right next step for your practice.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

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Provide prompt and courteous service to the customers.Friendly personality and "customer service" mentality.Count money and check cash drawer at both start and conclusion of shift.Pass items over the scanner and key in un-scanned items and codes into the register.Total purchases on register, collect

Customer Service Representative.Staff Management Group is seeking a Customer Service Representative for our client in Fairless Hills, PA.Please read the ENTIRE job description and ALL of the job requirements BEFORE applying for this position.We are seeking a professional and detail-oriented Customer

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Customer Service Representative – Community Events.Do you have the right skills and experience for this role Read on to find out, and make your application.Customer Service Representatives.This role combines customer interaction with event support in a team environment.Provide a positive experienc

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Customer Service Representative.The Customer Service Representative plays a crucial role in ensuring customer satisfaction and operational efficiency within the transportation and warehousing industry.This position is responsible for managing customer inquiries, processing purchase orders, and coord

Customer Service Representative - State Farm Agent Team Member.As a Customer Service Representative - State Farm Agent Team Member with Chet Turner - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency.Your atten

Job Category: Operations Group Requisition Number: CASHI002788.Bensalem Bensalem, PA 19020, USA.Reports To: Customer Service Manager / Bookkeeper.To operate a cash register and check-stand efficiently and courteously in a manner that will conform with all front-end procedures and company policies.Ca

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Administrative Assistant / Assistant Program Specialist.Active Day has a fantastic opportunity for someone who recently graduated college, has experience working with people with Intellectual Disabilities and is looking for a job that has great growth potential.You will work with referrals to the Ce

In addition to typing, filing and scheduling, performs duties such as financial record keeping, coordination of meetings and conferences, obtaining supplies, coordinating direct mailings, and working on special projects.

Standard Delivery Driver Role Emphasis on Small Business.Hamilton Township, NJ, United States.Benefits of Working at Lasmile Logistics:.Competitive wages, PTO and Seasonal Bonuses.Be part of a local business that is making a positive impact on the community.As a Delivery Driver at Lasmile Logistics

We are searching for the best talent for an Administrative Assistant.This hybrid role will be in Titusville, NJ.Expertise: Supports scheduling of meetings and calendar activities for assigned teams.Assists with preparation and coordination of meeting logistics including agendas, materials, and techn

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Customer Service Representative.New Castle Metal is a premier fabricator of architectural cladding for commercial, industrial, and residential projects.We specialize in standing seam metal roofing systems, edge metal systems, and custom fabrication.New Castle Metal utilizes a portfolio of metal form

Cashiers play a critical customer service role by providing customers with fast, friendly, accurate and safe service.They process Checkout and/or Return transactions, as well as monitor and maintain the Self-Checkout area.They proactively seek product/project knowledge to provide customers with info

At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development.Whether you're working in our four global Home Offices, Distribution Centers or Retail Sto

At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities.

Provide prompt and courteous service to the customers.Friendly personality and "customer service" mentality.Count money and check cash drawer at both start and conclusion of shift.Pass items over the scanner and key in un-scanned items and codes into the register.Total purchases on register, collect

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Full Time Position With Last Mile Deliveries, LLC.This is a Full Time position with Last Mile Deliveries, LLC (the "Company") delivering packages to Amazon customers!.We need reliable, independent, flexible, hard workers who pay attention to details, can quickly problem solve a wide range of situati

Car Delivery Driver/h2pAs a Car Delivery Driver at our TCNJ store located at 300 Main Blvd E, Ewing NJ 08618, you are our Boots on the ground!, and the main face that our Insomniacs see outside of the bakery! You give the word Delivery a whole new meaning by delivering the Cookie Magic to our fans w

Teampro Logistics, LLC - Teamwork.Immediate openings for full-time and part-time Delivery Associates with several growth opportunities!.Delivery Station Location: 6300 Bristol Pike, Levittown, PA 19057.Teampro Logistics is an Amazon Delivery Service Partner.We deliver packages out of the DDP5 Amazon

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