Associate Advisor, Financial Planning & Retirement

Kestra Holdings; Lancaster (Lancaster County); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Growth opportunities

Competitive pay

Job summary

Kestra Financial in Lancaster, PA seeks a dynamic individual to support Financial Advisors by preparing client reviews, creating retirement projections, and assisting with tax projections.

You will collaborate with advisors to review portfolios, implement recommendations, maintain CRM records, and deliver high service levels to clients while pursuing CFP coursework and eventual designation.

Qualifications

• Bachelor's Degree required.
• CFP coursework started or completed; able to obtain CFP within 2 years.
• Basic understanding of investment planning concepts (asset allocation, Monte Carlo, modern portfolio theory).
• Strong mathematical, analytical, and communication skills.
• Detail oriented.
• Computer skills with Word, Excel, and PowerPoint preferred.
• Previous experience in financial services preferred.
• Advanced Excel abilities preferred.

Responsibilities

• Assist Financial Advisors in preparing for client review meetings.
• Prepare financial plans for retirement projections.
• Prepare income tax projections.
• Collaborate with financial advisors to review portfolio allocations and investments.
• Implement financial plan recommendations.
• Maintain client records and actions to be completed in the CRM system.
• Provide a high level of service while interacting with existing and potential clients.

Skills

Financial planning

Portfolio analysis

Communication skills

Organizational skills

Attention to detail

Education

Bachelor's Degree

CFP coursework started or completed

Tools

Word

Excel

PowerPoint

CRM system

Job description

Kestra Financial in Lancaster, PA seeks a dynamic individual to support Financial Advisors by preparing client reviews, creating retirement projections, and assisting with tax projections.

You will collaborate with advisors to review portfolios, implement recommendations, maintain CRM records, and deliver high service levels to clients while pursuing CFP coursework and eventual designation.