CFP-Certified Financial Planning Analyst

Kestra Financial, Inc.; Austin, Northern (TX, KY); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Kestra Financial, Inc. seeks a Planning Analyst to join our Planning Group. You will develop and present financial plans for Advisors, while maintaining in-depth knowledge of planning software like MoneyGuideElite and eMoney.

You will support a national advisor network with data-driven insights and ongoing communications. The role emphasizes precise data handling, client meeting support, and staying current with fintech planning trends.

Qualifications

• CFP certification required, or actively pursuing CFP designation (coursework completed).
• Bachelor’s Degree preferred.
• 3-10 years’ experience in the finance industry preferred.

Responsibilities

• Maintain and grow knowledge of planning software and fintech concepts.
• Gather, organize, and develop client data for financial planning.
• Prepare client financial plans and presentations for Advisor review.
• Support client meetings with data entry and presentation development.
• Attend client meetings in a technical role and assist planning.
• Research planning industry trends and technological advances.
• Provide advisor relationship management support and communications.
• Cross-reference planning data across internal systems.

Skills

CFP certification

Time management

Attention to detail

Multi-tasking

Team oriented

Curious learner

Education

Bachelor's Degree

CFP coursework completed

Tools

MoneyGuideElite

eMoney

Microsoft Excel

PowerPoint

Job description

Kestra Financial, Inc. seeks a Planning Analyst to join our Planning Group. You will develop and present financial plans for Advisors, while maintaining in-depth knowledge of planning software like MoneyGuideElite and eMoney.

You will support a national advisor network with data-driven insights and ongoing communications. The role emphasizes precise data handling, client meeting support, and staying current with fintech planning trends.