Financial Planning Associate

Lead with Purpose. Partner with Impact.

Kestra Financial is seeking a new team member to join our Planning Group. Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally.  Planning Analysts work within an established planning process to conduct introductory orientation calls to advisors who are looking to engage the Planning Group, possess a deep knowledge and focus within planning technology, like MoneyGuideElite or eMoney to gather, strategize, research, construct, and present plans to advisors. This role will also assist with intellectual capital, thought leadership, and serve as an integral part of the planning brain trust for all firms within the Kestra organization.

What You’ll Do:

Maintain and grow depth of knowledge within planning software technology and fintech planning concepts

Gather, organize, and develop client data within a financial planning context

Prepare client financial plans and presentations for review by Advisors

Manage data entry and presentation development for client meetings that pertain to financial planning

Attend client meetings in a technical and supporting role

Analyze and provide research for planning industry trends, intellectual capital, technological advances in the planning field and some advanced planning

Advisor relationship management support, including ongoing and regular advisor contact and communications

Track and cross reference planning data though internal systems

What You Bring:

CFP certification required, or actively pursuing CFP designation (coursework completed)

Bachelor’s Degree Preferred

3-10 years’ experience in the finance industry preferred

Ability to operate efficiently while staying within operational requirements for a consistent client experience required

Strong attention to detail, process-driven, time management

Ability to multi-task, understand and execute on priorities

High self/ other awareness and working within a team

Leads with curiosity and desire to always be learning

Ability to spend large amounts of time on the micro, contributing to the macro- environment

Proficiency with Microsoft Excel and Power Point and ability to quickly learn new software

Experience working with eMoney, MoneyGuide

Licenses, Registration:

Series 7 preferred

Series 65 preferred