Financial Planning Specialist

Kestra Technologies; Paris; Sur place; EUR 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Competitive base salary with performance-based bonuses

Comprehensive health, dental, and vision insurance

401(k) plan with company match

Professional development opportunities

Collaborative work environment

Résumé du poste

Kestra Technologies is seeking a Financial Planning Specialist in France to support our financial planners by conducting in-depth financial analysis and preparing comprehensive financial plans. You will collaborate with advisors and clients to develop tailored strategies and ensure exceptional service.

The ideal candidate will have a Bachelor’s degree in finance or a related field and a minimum of 3-5 years of experience in financial planning. Join a collaborative work environment with opportunities for professional development.

Qualifications

• 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 attention to detail.

Responsabilités

• Analyze clients' financial situations and investment portfolios.
• Prepare and present detailed financial plans including various strategies.
• Stay updated on market trends and regulatory changes.

Connaissances

Financial analysis

Client relationship management

Analytical skills

Communication skills

Formation

Bachelor's degree in finance, economics, or a related field

Outils

Financial planning software

Microsoft Office Suite

Description du poste

Overview

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.

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.

Qualifications

• 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.

Benefits

• 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.