Financial Planning Strategist

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

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.