Financial Planning Specialist

Kestra Financial Independent Advisor; Avon; Sur place; EUR 50 000 - 70 000; Plein temps

Résumé du poste

A leading financial advisory firm is seeking a Financial Planning Specialist to enhance client services through in-depth financial analysis and tailored planning strategies. This role involves collaborating with advisors, preparing comprehensive financial plans, and staying informed on market trends. The ideal candidate will possess strong analytical skills, a relevant degree, and experience in financial planning. Join a client-focused team dedicated to delivering exceptional service and support.

Prestations

Health Insurance

Dental Insurance

Vision Insurance

401(k) plan with company match

Professional development opportunities

Qualifications

• Minimum of 3-5 years of experience in financial planning or advisory role.
• CFP certification or in progress is preferred.

Responsabilités

• Analyze clients' financial situations and provide tailored planning recommendations.
• Prepare and present detailed financial plans including retirement and tax strategies.
• Collaborate with team members for client communications and relationship management.

Connaissances

Analytical Skills

Problem Solving

Communication

Interpersonal Skills

Formation

Bachelor’s degree in finance

Bachelor’s degree in economics

Outils

Financial Planning Software

Microsoft Office Suite

Description du poste

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.

Key Responsibilities:

• Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations.
• Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.
• Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice.
• Work collaboratively with team members to support client communications and ongoing relationship management.
• Assist in the development of educational materials and seminars for clients.

• Bachelor’s degree in finance, economics, or a related field.
• Minimum of 3-5 years of experience in financial planning or a related advisory role.
• CFP certification or in progress is preferred.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Excellent communication and interpersonal skills to build relationships with clients and team members.
• Proficient in financial planning software and Microsoft Office Suite.

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.

A collaborative and client-focused work environment.